+39.7%
MPWR vs NI
+4.9%
+34.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -2.3% | -0.6% | -1.7% | -2.2% |
| 30D | -15.4% | -1.4% | -14.0% | -15.3% |
| 3M | -19.4% | -10.6% | -8.8% | -19.3% |
| 6M | +12.7% | -9.9% | +22.6% | +12.3% |
| YTD | +31.3% | +1.2% | +30.2% | +27.5% |
| 1Y | +39.7% | +4.4% | +35.2% | +34.5% |
| All | +39.7% | +4.9% | +34.8% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling