+146.5%
MPWR vs XHB
+36.1%
+110.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.7% | +6.4% |
| 7D | -1.7% | +1.3% | -3.1% | -3.3% |
| 30D | -16.5% | +7.8% | -24.3% | -22.6% |
| 3M | -12.3% | -5.5% | -6.8% | -8.9% |
| 6M | -27.7% | -2.6% | -25.1% | -27.6% |
| YTD | +32.0% | +0.4% | +31.6% | +27.2% |
| 1Y | +25.1% | -1.0% | +26.1% | +21.8% |
| 3Y | +146.5% | +37.3% | +109.2% | +67.4% |
| All | +146.5% | +36.1% | +110.4% | +67.4% |
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