+992.6%
MPWR vs NTR
+98.7%
+893.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.5% |
| 7D | -2.3% | -2.5% | +0.2% | -1.3% |
| 30D | -15.4% | +17.0% | -32.4% | -20.7% |
| 3M | -19.4% | +22.2% | -41.5% | -26.1% |
| 6M | +12.7% | +5.2% | +7.6% | +8.6% |
| YTD | +31.3% | +29.7% | +1.7% | +15.1% |
| 1Y | +39.7% | +39.4% | +0.3% | +17.9% |
| 3Y | +142.2% | +38.2% | +104.0% | +99.8% |
| 5Y | +149.0% | +47.6% | +101.4% | +83.0% |
| All | +992.6% | +98.7% | +893.9% | +531.5% |
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