+1,607.5%
MPWR vs XLU
+141.2%
+1,466.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -0.9% |
| 7D | -2.3% | -1.2% | -1.1% | -1.6% |
| 30D | -15.4% | -2.5% | -12.9% | -14.1% |
| 3M | -19.4% | -2.7% | -16.6% | -18.4% |
| 6M | +12.7% | -7.5% | +20.2% | +17.3% |
| YTD | +31.3% | +0.9% | +30.4% | +29.4% |
| 1Y | +39.7% | +3.3% | +36.4% | +35.7% |
| 3Y | +142.2% | +47.3% | +94.9% | +85.3% |
| 5Y | +149.0% | +44.4% | +104.6% | +91.1% |
| All | +1,607.5% | +141.2% | +1,466.3% | +955.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling