+180.2%
MPWR vs XHB
+35.8%
+144.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.7% | -4.5% |
| 7D | +16.8% | -0.2% | +17.0% | +17.4% |
| 30D | +11.9% | +9.9% | +1.9% | +2.3% |
| 3M | +2.2% | -6.3% | +8.5% | +7.4% |
| 6M | -15.5% | +3.8% | -19.3% | -19.9% |
| YTD | +54.2% | +0.1% | +54.1% | +49.4% |
| 1Y | +51.5% | -0.8% | +52.3% | +47.6% |
| 3Y | +180.2% | +35.6% | +144.6% | +99.4% |
| All | +180.2% | +35.8% | +144.4% | +99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling