+948.4%
MPWR vs NIO
-43.2%
+991.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.6% | +16.0% | +16.5% |
| 7D | +11.6% | +6.9% | +4.7% | +10.3% |
| 30D | +0.1% | -4.7% | +4.9% | +1.1% |
| 3M | -0.8% | -28.1% | +27.2% | +5.3% |
| 6M | -13.0% | -41.7% | +28.7% | -4.3% |
| YTD | +53.9% | -33.1% | +87.1% | +63.9% |
| 1Y | +45.8% | -50.3% | +96.1% | +63.5% |
| 3Y | +194.3% | -54.4% | +248.6% | +213.6% |
| 5Y | +160.1% | -91.6% | +251.8% | +236.7% |
| All | +948.4% | -43.2% | +991.6% | +961.8% |
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