+1,865.4%
MPWR vs XHB
+234.8%
+1,630.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -0.5% |
| 7D | +27.9% | -2.4% | +30.4% | +31.3% |
| 30D | +9.7% | +7.1% | +2.6% | +1.9% |
| 3M | +1.7% | -6.0% | +7.7% | +6.7% |
| 6M | -9.2% | +2.1% | -11.3% | -12.9% |
| YTD | +60.5% | -0.6% | +61.1% | +56.8% |
| 1Y | +52.0% | -3.3% | +55.3% | +52.1% |
| 3Y | +193.1% | +34.1% | +159.0% | +111.6% |
| 5Y | +167.3% | +28.6% | +138.7% | +102.8% |
| All | +1,865.4% | +234.8% | +1,630.6% | +536.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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