+1,921.6%
MPWR vs XLB
+165.5%
+1,756.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.3% | +8.6% | +8.5% |
| 7D | +17.3% | -1.6% | +18.9% | +20.3% |
| 30D | +12.1% | +7.2% | +4.8% | +2.7% |
| 3M | +5.6% | 0.0% | +5.6% | +5.5% |
| 6M | -10.7% | +2.3% | -13.0% | -13.9% |
| YTD | +64.0% | +18.4% | +45.5% | +31.8% |
| 1Y | +55.9% | +23.3% | +32.6% | +18.8% |
| 3Y | +199.5% | +45.2% | +154.3% | +93.3% |
| 5Y | +176.6% | +31.0% | +145.6% | +109.7% |
| 10Y | +1,921.6% | +168.8% | +1,752.8% | +569.5% |
| All | +1,921.6% | +165.5% | +1,756.2% | +569.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling