+41.3%
MPWR vs XHB
-16.0%
+57.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.3% |
| 7D | -1.3% | -1.9% | +0.6% | -0.1% |
| 30D | -12.8% | -8.3% | -4.5% | -8.2% |
| 3M | -21.3% | -7.1% | -14.2% | -18.2% |
| 6M | +13.7% | -5.3% | +19.0% | +14.7% |
| YTD | +33.3% | -3.2% | +36.5% | +32.6% |
| 1Y | +41.3% | -13.9% | +55.2% | +41.5% |
| All | +41.3% | -16.0% | +57.3% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling