+175.0%
MPWR vs NVS
+93.6%
+81.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | +2.2% | +2.5% | -0.3% | +2.2% |
| 30D | -2.1% | +13.6% | -15.6% | -2.6% |
| 3M | -1.6% | +4.1% | -5.7% | -1.5% |
| 6M | -14.9% | +11.8% | -26.7% | -16.2% |
| YTD | +50.5% | +22.0% | +28.5% | +46.6% |
| 1Y | +40.0% | +32.3% | +7.7% | +34.8% |
| 3Y | +175.0% | +93.6% | +81.4% | +168.7% |
| All | +175.0% | +93.6% | +81.3% | +168.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 3y: compounded portfolio wealth divided by compounded NVS 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…
3y analysis · Full analysis span regression · 6 months rolling