+176.6%
MPWR vs NUE
+150.9%
+25.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.9% | +7.0% | +7.9% |
| 7D | +17.3% | -2.4% | +19.7% | +19.2% |
| 30D | +12.1% | +3.8% | +8.3% | +10.3% |
| 3M | +5.6% | -3.7% | +9.3% | +7.5% |
| 6M | -10.7% | +13.2% | -23.9% | -17.5% |
| YTD | +64.0% | +61.6% | +2.4% | +24.3% |
| 1Y | +55.9% | +83.6% | -27.7% | +10.1% |
| 3Y | +199.5% | +78.6% | +120.8% | +103.9% |
| 5Y | +176.6% | +148.0% | +28.6% | +63.4% |
| All | +176.6% | +150.9% | +25.6% | +63.4% |
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