+16,489.1%
MPWR vs NRG
+718.5%
+15,770.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -3.0% | -3.6% |
| 7D | +16.8% | +10.0% | +6.8% | +13.2% |
| 30D | +11.9% | -3.2% | +15.1% | +13.4% |
| 3M | +2.2% | -18.5% | +20.7% | +9.7% |
| 6M | -15.5% | -25.3% | +9.8% | -7.1% |
| YTD | +54.2% | -38.1% | +92.3% | +80.0% |
| 1Y | +51.5% | -40.7% | +92.1% | +79.1% |
| 3Y | +180.2% | +121.8% | +58.5% | +105.7% |
| 5Y | +156.8% | +209.2% | -52.5% | +67.4% |
| 10Y | +1,801.1% | +981.4% | +819.7% | +707.9% |
| All | +16,489.1% | +718.5% | +15,770.6% | +7,631.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling