+1,235.2%
MPWR vs NTR
+81.1%
+1,154.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | +27.9% | -1.4% | +29.3% | +28.6% |
| 30D | +9.7% | +2.2% | +7.5% | +8.4% |
| 3M | +1.7% | +6.8% | -5.1% | -1.7% |
| 6M | -9.2% | +0.6% | -9.8% | -10.6% |
| YTD | +60.5% | +18.2% | +42.3% | +45.1% |
| 1Y | +52.0% | +21.3% | +30.7% | +35.5% |
| 3Y | +193.1% | +46.6% | +146.5% | +133.7% |
| 5Y | +167.3% | +21.3% | +146.0% | +115.5% |
| All | +1,235.2% | +81.1% | +1,154.2% | +696.0% |
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