+32.5%
MPWR vs XLC
-5.6%
+38.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.5% | -8.5% | -5.5% |
| 7D | +4.1% | +1.8% | +2.4% | +3.9% |
| 30D | -14.8% | -6.0% | -8.8% | -13.9% |
| 3M | -5.4% | -6.0% | +0.6% | -4.6% |
| 6M | -19.6% | -9.1% | -10.5% | -15.6% |
| YTD | +39.8% | -10.0% | +49.9% | +44.3% |
| 1Y | +32.5% | -5.8% | +38.3% | +28.1% |
| All | +32.5% | -5.6% | +38.1% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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