+1,027.4%
MPWR vs NTR
+100.5%
+926.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.4% |
| 7D | -2.6% | +8.1% | -10.7% | -5.6% |
| 30D | -9.0% | +18.8% | -27.8% | -15.3% |
| 3M | -25.8% | +16.2% | -42.0% | -30.5% |
| 6M | +11.8% | +9.8% | +2.0% | +5.7% |
| YTD | +35.5% | +30.9% | +4.6% | +18.4% |
| 1Y | +45.3% | +41.8% | +3.6% | +21.8% |
| 3Y | +138.5% | +35.8% | +102.7% | +98.5% |
| 5Y | +152.8% | +51.0% | +101.7% | +83.6% |
| All | +1,027.4% | +100.5% | +926.8% | +549.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling