+1,677.2%
MPWR vs NUE
+599.8%
+1,077.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.3% |
| 7D | +0.9% | -0.6% | +1.5% | +1.2% |
| 30D | -13.4% | -4.6% | -8.8% | -11.5% |
| 3M | -22.2% | -0.3% | -21.9% | -23.1% |
| 6M | +15.7% | +51.9% | -36.2% | -7.5% |
| YTD | +36.7% | +60.0% | -23.3% | +6.5% |
| 1Y | +47.9% | +82.9% | -35.0% | +7.1% |
| 3Y | +159.7% | +66.0% | +93.7% | +91.4% |
| 5Y | +159.1% | +149.0% | +10.2% | +52.4% |
| All | +1,677.2% | +599.8% | +1,077.3% | +466.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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