+1,679.2%
MPWR vs NWSA
+143.2%
+1,536.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.8% |
| 7D | -1.3% | -3.4% | +2.1% | +0.8% |
| 30D | -12.8% | +3.9% | -16.8% | -15.1% |
| 3M | -21.3% | +8.9% | -30.2% | -27.0% |
| 6M | +13.7% | +21.2% | -7.4% | -2.3% |
| YTD | +33.3% | +13.8% | +19.4% | +17.8% |
| 1Y | +41.3% | +1.4% | +39.9% | +34.1% |
| 3Y | +145.8% | +44.0% | +101.8% | +89.0% |
| 5Y | +155.6% | +40.5% | +115.2% | +97.8% |
| 10Y | +1,679.2% | +149.2% | +1,530.0% | +819.6% |
| All | +1,679.2% | +143.2% | +1,536.0% | +819.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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