+153.2%
MPWR vs XLRE
+31.2%
+122.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.3% |
| 7D | -1.3% | -0.7% | -0.5% | -0.7% |
| 30D | -12.8% | -2.2% | -10.6% | -11.3% |
| 3M | -21.3% | -2.6% | -18.7% | -20.7% |
| 6M | +13.7% | +2.6% | +11.2% | +8.6% |
| YTD | +33.3% | +9.3% | +24.0% | +19.1% |
| 1Y | +41.3% | +7.2% | +34.1% | +28.3% |
| All | +153.2% | +31.2% | +122.1% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 3y: compounded portfolio wealth divided by compounded XLRE 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…
3y analysis · Full analysis span regression · 6 months rolling