+7,773.6%
MPWR vs XHB
+173.9%
+7,599.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.2% |
| 7D | -2.6% | -1.3% | -1.3% | -1.7% |
| 30D | -9.0% | -6.9% | -2.2% | -4.6% |
| 3M | -25.8% | -1.3% | -24.6% | -25.7% |
| 6M | +11.8% | -6.8% | +18.5% | +16.9% |
| YTD | +35.5% | +0.7% | +34.8% | +33.6% |
| 1Y | +45.3% | -11.2% | +56.6% | +55.8% |
| 3Y | +138.5% | +25.3% | +113.1% | +104.6% |
| 5Y | +152.8% | +37.3% | +115.4% | +109.2% |
| 10Y | +1,616.6% | +211.5% | +1,405.1% | +765.1% |
| All | +7,773.6% | +173.9% | +7,599.7% | +2,751.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling