+155.6%
MPWR vs NUE
+147.3%
+8.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.5% |
| 7D | -1.3% | -2.3% | +1.0% | -0.1% |
| 30D | -12.8% | -6.1% | -6.8% | -10.1% |
| 3M | -21.3% | +1.7% | -23.0% | -22.9% |
| 6M | +13.7% | +53.1% | -39.3% | -10.5% |
| YTD | +33.3% | +59.0% | -25.8% | +2.7% |
| 1Y | +41.3% | +85.3% | -44.0% | -0.3% |
| 3Y | +145.8% | +63.2% | +82.6% | +77.3% |
| 5Y | +155.6% | +146.8% | +8.8% | +55.4% |
| All | +155.6% | +147.3% | +8.3% | +55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling