+45.3%
MPWR vs XLU
+4.9%
+40.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.6% | +0.8% | -3.4% | -2.8% |
| 30D | -9.0% | -1.3% | -7.7% | -8.7% |
| 3M | -25.8% | -1.3% | -24.5% | -26.6% |
| 6M | +11.8% | -7.6% | +19.4% | +14.7% |
| YTD | +35.5% | +2.3% | +33.2% | +30.9% |
| 1Y | +45.3% | +5.8% | +39.5% | +49.9% |
| All | +45.3% | +4.9% | +40.4% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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