+1,679.2%
MPWR vs XEL
+146.5%
+1,532.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -1.3% | +0.9% | -2.2% | -1.5% |
| 30D | -12.8% | -0.9% | -12.0% | -12.7% |
| 3M | -21.3% | -1.4% | -19.9% | -21.3% |
| 6M | +13.7% | -5.8% | +19.6% | +15.2% |
| YTD | +33.3% | +4.7% | +28.6% | +30.7% |
| 1Y | +41.3% | +9.1% | +32.2% | +36.4% |
| 3Y | +145.8% | +47.8% | +97.9% | +105.0% |
| 5Y | +155.6% | +29.0% | +126.6% | +122.9% |
| 10Y | +1,679.2% | +154.0% | +1,525.2% | +1,280.0% |
| All | +1,679.2% | +146.5% | +1,532.7% | +1,280.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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