+14,479.1%
MPWR vs NRG
+898.3%
+13,580.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -1.5% |
| 7D | -2.6% | +7.1% | -9.7% | -5.1% |
| 30D | -9.0% | -1.4% | -7.6% | -8.8% |
| 3M | -25.8% | -10.5% | -15.4% | -23.6% |
| 6M | +11.8% | -26.7% | +38.5% | +23.2% |
| YTD | +35.5% | -24.5% | +60.0% | +47.3% |
| 1Y | +45.3% | -18.6% | +63.9% | +53.3% |
| 3Y | +138.5% | +227.1% | -88.7% | +53.0% |
| 5Y | +152.8% | +198.8% | -46.0% | +64.8% |
| 10Y | +1,616.6% | +1,122.3% | +494.3% | +589.6% |
| All | +14,479.1% | +898.3% | +13,580.8% | +6,228.0% |
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