+1,677.2%
MPWR vs NRG
+1,083.9%
+593.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.4% |
| 7D | +0.9% | -4.7% | +5.5% | +2.9% |
| 30D | -13.4% | -6.0% | -7.4% | -11.3% |
| 3M | -22.2% | -8.0% | -14.3% | -20.6% |
| 6M | +15.7% | -23.2% | +38.8% | +26.9% |
| YTD | +36.7% | -28.1% | +64.7% | +53.6% |
| 1Y | +47.9% | -27.3% | +75.2% | +64.9% |
| 3Y | +159.7% | +208.7% | -49.0% | +56.1% |
| 5Y | +159.1% | +197.7% | -38.5% | +55.3% |
| All | +1,677.2% | +1,083.9% | +593.2% | +700.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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