+5,305.7%
MPWR vs NWSA
+98.2%
+5,207.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.6% | +5.4% |
| 7D | -1.7% | -9.4% | +7.6% | +3.6% |
| 30D | -16.5% | -7.8% | -8.8% | -13.1% |
| 3M | -12.3% | -10.8% | -1.5% | -7.8% |
| 6M | -27.7% | +1.1% | -28.8% | -31.0% |
| YTD | +32.0% | +1.8% | +30.2% | +24.0% |
| 1Y | +25.1% | +6.0% | +19.1% | +14.2% |
| 3Y | +146.5% | +24.6% | +121.9% | +107.9% |
| 5Y | +126.0% | +13.1% | +112.9% | +99.3% |
| 10Y | +1,582.7% | +148.5% | +1,434.2% | +825.9% |
| All | +5,305.7% | +98.2% | +5,207.5% | +3,162.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling