+1,786.5%
MPWR vs XLB
+173.6%
+1,612.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +1.9% | +14.7% | +14.2% |
| 7D | +11.6% | -1.4% | +12.9% | +13.6% |
| 30D | +0.1% | +7.1% | -7.0% | -8.2% |
| 3M | -0.8% | +0.6% | -1.4% | -1.7% |
| 6M | -13.0% | +3.5% | -16.5% | -17.3% |
| YTD | +53.9% | +18.2% | +35.7% | +23.9% |
| 1Y | +45.8% | +25.6% | +20.2% | +8.5% |
| 3Y | +194.3% | +46.7% | +147.6% | +87.8% |
| 5Y | +160.1% | +30.9% | +129.2% | +97.5% |
| 10Y | +1,786.5% | +167.7% | +1,618.8% | +588.3% |
| All | +1,786.5% | +173.6% | +1,612.9% | +588.3% |
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