+62.3%
NOK vs MPWR
+170.0%
-107.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.3% |
| 7D | +11.0% | +27.9% | -16.9% | +3.2% |
| 30D | -16.0% | +9.7% | -25.7% | -18.3% |
| 3M | -19.8% | +1.7% | -21.5% | -20.4% |
| 6M | -37.1% | -9.2% | -27.9% | -35.7% |
| YTD | +28.0% | +60.5% | -32.5% | +14.8% |
| 1Y | +17.9% | +52.0% | -34.1% | +7.0% |
| 3Y | +152.7% | +193.1% | -40.4% | +78.8% |
| 5Y | +62.3% | +167.3% | -105.0% | +8.4% |
| All | +62.3% | +170.0% | -107.8% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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