+153.2%
MPWR vs NTR
+40.7%
+112.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.2% |
| 7D | -1.3% | +0.5% | -1.8% | -1.4% |
| 30D | -12.8% | +21.7% | -34.6% | -16.4% |
| 3M | -21.3% | +22.8% | -44.1% | -24.9% |
| 6M | +13.7% | +8.2% | +5.5% | +10.9% |
| YTD | +33.3% | +32.9% | +0.4% | +22.0% |
| 1Y | +41.3% | +45.3% | -4.0% | +25.3% |
| All | +153.2% | +40.7% | +112.5% | +119.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling