+156.8%
MPWR vs NVT
+425.5%
-268.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.2% | -4.6% | -4.0% |
| 7D | -0.6% | +10.4% | -11.0% | -8.8% |
| 30D | -13.1% | -1.3% | -11.8% | -12.6% |
| 3M | -21.7% | -0.6% | -21.1% | -21.9% |
| 6M | +19.5% | +53.8% | -34.3% | -18.3% |
| YTD | +34.9% | +60.2% | -25.3% | -11.3% |
| 1Y | +42.0% | +76.8% | -34.8% | -16.1% |
| 3Y | +148.8% | +191.2% | -42.4% | -10.8% |
| 5Y | +156.8% | +430.9% | -274.1% | -47.2% |
| All | +156.8% | +425.5% | -268.7% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling