+980.9%
MPWR vs NVT
+712.1%
+268.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | +0.5% |
| 7D | -1.3% | +7.0% | -8.3% | -6.0% |
| 30D | -12.8% | -2.3% | -10.5% | -11.7% |
| 3M | -21.3% | -3.1% | -18.2% | -19.8% |
| 6M | +13.7% | +47.0% | -33.3% | -13.2% |
| YTD | +33.3% | +56.2% | -22.9% | -2.5% |
| 1Y | +41.3% | +74.5% | -33.2% | -5.3% |
| 3Y | +145.8% | +184.0% | -38.2% | +18.4% |
| 5Y | +155.6% | +410.8% | -255.1% | -12.7% |
| All | +980.9% | +712.1% | +268.8% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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