+162.0%
MPWR vs NIO
-92.0%
+253.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.6% | -1.1% |
| 7D | +2.2% | +2.8% | -0.6% | +1.5% |
| 30D | -2.1% | -8.4% | +6.3% | +0.4% |
| 3M | -1.6% | -32.0% | +30.4% | +9.2% |
| 6M | -14.9% | -43.9% | +29.0% | -1.0% |
| YTD | +50.5% | -35.7% | +86.2% | +66.5% |
| 1Y | +40.0% | -51.1% | +91.1% | +66.3% |
| 3Y | +175.0% | -54.7% | +229.6% | +199.2% |
| 5Y | +162.0% | -91.7% | +253.7% | +294.6% |
| All | +162.0% | -92.0% | +253.9% | +294.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling