+156.8%
MPWR vs XEL
+33.1%
+123.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -2.0% | -0.4% |
| 7D | -0.6% | +1.3% | -1.9% | -0.6% |
| 30D | -13.1% | -1.5% | -11.5% | -13.1% |
| 3M | -21.7% | -0.2% | -21.5% | -21.8% |
| 6M | +19.5% | -5.4% | +25.0% | +19.4% |
| YTD | +34.9% | +5.6% | +29.3% | +34.9% |
| 1Y | +42.0% | +10.5% | +31.5% | +42.0% |
| 3Y | +148.8% | +49.2% | +99.6% | +141.2% |
| 5Y | +156.8% | +30.1% | +126.7% | +153.6% |
| All | +156.8% | +33.1% | +123.7% | +153.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling