+156.2%
MPWR vs NIO
-93.2%
+249.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.9% | +1.0% | -2.6% |
| 7D | +16.8% | -14.5% | +31.3% | +21.9% |
| 30D | +11.9% | -15.0% | +26.8% | +16.9% |
| 3M | +2.2% | -35.6% | +37.8% | +15.2% |
| 6M | -15.5% | -55.7% | +40.2% | +4.9% |
| YTD | +54.2% | -43.1% | +97.3% | +76.4% |
| 1Y | +51.5% | -53.5% | +105.0% | +82.4% |
| 3Y | +180.2% | -59.8% | +240.0% | +215.0% |
| All | +156.2% | -93.2% | +249.4% | +292.9% |
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