+993.2%
MPWR vs NIO
-49.2%
+1,042.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.7% | -1.0% |
| 7D | +27.9% | -4.7% | +32.6% | +29.1% |
| 30D | +9.7% | -14.3% | +24.0% | +12.9% |
| 3M | +1.7% | -32.8% | +34.5% | +9.4% |
| 6M | -9.2% | -49.8% | +40.6% | +2.7% |
| YTD | +60.5% | -40.2% | +100.7% | +74.4% |
| 1Y | +52.0% | -52.7% | +104.8% | +72.1% |
| 3Y | +193.1% | -57.9% | +251.0% | +217.2% |
| 5Y | +167.3% | -92.9% | +260.1% | +255.2% |
| All | +993.2% | -49.2% | +1,042.4% | +1,030.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling