+149.0%
MPWR vs NTRS
+88.8%
+60.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.8% | -2.4% |
| 7D | -2.3% | +0.3% | -2.6% | -2.5% |
| 30D | -15.4% | +0.2% | -15.6% | -15.6% |
| 3M | -19.4% | +13.2% | -32.6% | -26.6% |
| 6M | +12.7% | +36.9% | -24.2% | -10.7% |
| YTD | +31.3% | +39.1% | -7.8% | +2.6% |
| 1Y | +39.7% | +50.4% | -10.8% | +2.9% |
| 3Y | +142.2% | +166.8% | -24.6% | +18.2% |
| 5Y | +149.0% | +92.9% | +56.1% | +52.6% |
| All | +149.0% | +88.8% | +60.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 5y: compounded portfolio wealth divided by compounded NTRS 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…
5y analysis · Full analysis span regression · 6 months rolling