+155.2%
MPWR vs NIO
-90.7%
+245.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.3% |
| 7D | -2.6% | -13.0% | +10.5% | +1.2% |
| 30D | -9.0% | -18.3% | +9.2% | -4.0% |
| 3M | -25.8% | -33.2% | +7.4% | -17.3% |
| 6M | +11.8% | -21.5% | +33.2% | +17.4% |
| YTD | +35.5% | -25.5% | +61.0% | +43.9% |
| 1Y | +45.3% | -38.0% | +83.3% | +60.5% |
| 3Y | +138.5% | -65.5% | +203.9% | +181.6% |
| All | +155.2% | -90.7% | +245.9% | +282.8% |
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 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