+1,182.8%
MPWR vs NTR
+81.1%
+1,101.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -4.0% | -3.9% |
| 7D | +16.8% | -0.3% | +17.1% | +17.0% |
| 30D | +11.9% | +2.0% | +9.9% | +10.7% |
| 3M | +2.2% | +6.4% | -4.2% | -1.0% |
| 6M | -15.5% | +1.6% | -17.1% | -17.1% |
| YTD | +54.2% | +18.2% | +36.0% | +39.4% |
| 1Y | +51.5% | +23.9% | +27.5% | +33.7% |
| 3Y | +180.2% | +44.7% | +135.6% | +124.8% |
| 5Y | +156.8% | +21.3% | +135.4% | +107.0% |
| All | +1,182.8% | +81.1% | +1,101.7% | +664.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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