+156.8%
MPWR vs NI
+100.2%
+56.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.7% | -0.8% |
| 7D | -0.6% | +2.3% | -2.9% | -1.2% |
| 30D | -13.1% | -1.7% | -11.4% | -12.7% |
| 3M | -21.7% | -8.0% | -13.7% | -20.3% |
| 6M | +19.5% | -8.6% | +28.2% | +21.8% |
| YTD | +34.9% | +2.3% | +32.6% | +32.9% |
| 1Y | +42.0% | +6.9% | +35.0% | +37.8% |
| 3Y | +148.8% | +70.6% | +78.3% | +107.1% |
| 5Y | +156.8% | +96.4% | +60.4% | +122.7% |
| All | +156.8% | +100.2% | +56.6% | +122.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling