+16.5%
NU vs MPWR
+130.0%
-113.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.2% | -2.7% | +0.6% |
| 7D | +3.6% | -1.7% | +5.4% | +3.8% |
| 30D | -22.8% | -16.5% | -6.3% | -18.4% |
| 3M | -14.8% | -12.3% | -2.5% | -12.0% |
| 6M | -16.9% | -27.7% | +10.8% | -10.4% |
| YTD | -28.1% | +32.0% | -60.1% | -39.9% |
| 1Y | -24.5% | +25.1% | -49.6% | -35.6% |
| 3Y | +44.8% | +146.5% | -101.7% | -22.3% |
| All | +16.5% | +130.0% | -113.6% | -43.0% |
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