+8,843.1%
MPWR vs XHB
+182.7%
+8,660.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.6% | +13.0% | +14.1% |
| 7D | +11.6% | +1.3% | +10.3% | +10.5% |
| 30D | +0.1% | +11.8% | -11.7% | -7.9% |
| 3M | -0.8% | -3.8% | +3.0% | +1.2% |
| 6M | -13.0% | +4.1% | -17.1% | -16.4% |
| YTD | +53.9% | +4.0% | +50.0% | +47.8% |
| 1Y | +45.8% | +1.6% | +44.3% | +42.1% |
| 3Y | +194.3% | +43.2% | +151.1% | +129.1% |
| 5Y | +160.1% | +35.8% | +124.3% | +115.3% |
| 10Y | +1,786.5% | +259.3% | +1,527.2% | +770.1% |
| All | +8,843.1% | +182.7% | +8,660.5% | +3,053.2% |
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