+156.2%
MPWR vs XEL
+51.5%
+104.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.1% | -3.9% |
| 7D | +16.8% | +2.4% | +14.4% | +16.8% |
| 30D | +11.9% | +8.3% | +3.6% | +12.0% |
| 3M | +2.2% | +4.2% | -2.0% | +2.3% |
| 6M | -15.5% | +3.7% | -19.2% | -15.5% |
| YTD | +54.2% | +13.1% | +41.1% | +54.3% |
| 1Y | +51.5% | +5.0% | +46.5% | +51.5% |
| 3Y | +180.2% | +55.0% | +125.3% | +173.4% |
| All | +156.2% | +51.5% | +104.8% | +151.3% |
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