+180.2%
MPWR vs NRG
+123.8%
+56.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -3.0% | -3.4% |
| 7D | +16.8% | +10.0% | +6.8% | +11.8% |
| 30D | +11.9% | -3.2% | +15.1% | +13.5% |
| 3M | +2.2% | -18.5% | +20.7% | +12.0% |
| 6M | -15.5% | -25.3% | +9.8% | -4.7% |
| YTD | +54.2% | -38.1% | +92.3% | +88.0% |
| 1Y | +51.5% | -40.7% | +92.1% | +88.1% |
| 3Y | +180.2% | +121.8% | +58.5% | +95.3% |
| All | +180.2% | +123.8% | +56.4% | +95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling