+1,013.8%
MPWR vs XLC
+134.8%
+879.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -0.9% |
| 7D | +27.9% | +3.1% | +24.8% | +23.5% |
| 30D | +9.7% | -4.2% | +13.9% | +16.3% |
| 3M | +1.7% | -2.1% | +3.9% | +3.4% |
| 6M | -9.2% | -6.6% | -2.6% | -3.5% |
| YTD | +60.5% | -7.8% | +68.3% | +72.9% |
| 1Y | +52.0% | -4.1% | +56.1% | +55.1% |
| 3Y | +193.1% | +62.6% | +130.5% | +52.1% |
| 5Y | +167.3% | +39.6% | +127.6% | +74.8% |
| All | +1,013.8% | +134.8% | +879.0% | +247.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling