+125.2%
MPWR vs NIO
-92.1%
+217.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.9% | -0.7% | +3.6% |
| 7D | -1.7% | +5.6% | -7.4% | -3.2% |
| 30D | -16.5% | -4.2% | -12.3% | -15.5% |
| 3M | -12.3% | -26.3% | +14.0% | -4.8% |
| 6M | -27.7% | -42.5% | +14.8% | -16.5% |
| YTD | +32.0% | -33.5% | +65.5% | +44.6% |
| 1Y | +25.1% | -52.7% | +77.7% | +49.8% |
| 3Y | +146.5% | -57.5% | +204.0% | +173.8% |
| All | +125.2% | -92.1% | +217.2% | +239.1% |
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 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