+1,791.8%
MPWR vs XLB
+166.1%
+1,625.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.0% |
| 7D | +2.2% | +0.5% | +1.7% | +1.9% |
| 30D | -2.1% | +6.9% | -9.0% | -10.0% |
| 3M | -1.6% | -0.2% | -1.4% | -1.4% |
| 6M | -14.9% | +3.3% | -18.2% | -19.0% |
| YTD | +50.5% | +18.0% | +32.5% | +21.4% |
| 1Y | +40.0% | +24.2% | +15.8% | +5.6% |
| 3Y | +175.0% | +44.7% | +130.2% | +78.2% |
| 5Y | +162.0% | +31.6% | +130.4% | +97.7% |
| 10Y | +1,791.8% | +164.2% | +1,627.6% | +573.1% |
| All | +1,791.8% | +166.1% | +1,625.8% | +573.1% |
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