+191.7%
MPWR vs XLU
+59.2%
+132.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +27.9% | +1.2% | +26.7% | +27.5% |
| 30D | +9.7% | +4.6% | +5.1% | +8.1% |
| 3M | +1.7% | +0.7% | +1.1% | +1.6% |
| 6M | -9.2% | -1.7% | -7.5% | -9.0% |
| YTD | +60.5% | +4.8% | +55.7% | +56.8% |
| 1Y | +52.0% | +0.2% | +51.8% | +51.1% |
| All | +191.7% | +59.2% | +132.5% | +163.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling