+16,096.1%
MPWR vs NVS
+665.6%
+15,430.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | +2.2% | +2.5% | -0.3% | +0.7% |
| 30D | -2.1% | +13.6% | -15.6% | -9.5% |
| 3M | -1.6% | +4.1% | -5.7% | -5.9% |
| 6M | -14.9% | +11.8% | -26.7% | -23.3% |
| YTD | +50.5% | +22.0% | +28.5% | +28.1% |
| 1Y | +40.0% | +32.3% | +7.7% | +13.0% |
| 3Y | +175.0% | +93.6% | +81.4% | +66.2% |
| 5Y | +162.0% | +136.7% | +25.2% | +33.6% |
| 10Y | +1,791.8% | +254.6% | +1,537.2% | +639.6% |
| All | +16,096.1% | +665.6% | +15,430.5% | +3,572.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling