+32.5%
MPWR vs XLB
+29.8%
+2.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.5% | -7.6% | -7.1% |
| 7D | +4.1% | +3.9% | +0.2% | +0.2% |
| 30D | -14.8% | +8.9% | -23.7% | -21.6% |
| 3M | -5.4% | +4.1% | -9.5% | -9.3% |
| 6M | -19.6% | +7.3% | -26.9% | -25.5% |
| YTD | +39.8% | +20.4% | +19.5% | +15.4% |
| 1Y | +32.5% | +29.5% | +3.0% | +1.4% |
| All | +32.5% | +29.8% | +2.7% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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