+158.8%
MPWR vs XLU
+45.2%
+113.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -0.6% | +2.1% | -2.7% | -1.6% |
| 30D | -13.1% | -0.4% | -12.7% | -12.9% |
| 3M | -21.7% | +0.5% | -22.2% | -22.3% |
| 6M | +19.5% | -5.8% | +25.3% | +22.5% |
| YTD | +34.9% | +3.1% | +31.8% | +31.7% |
| 1Y | +42.0% | +8.1% | +33.9% | +35.4% |
| 3Y | +148.8% | +50.5% | +98.3% | +97.5% |
| All | +158.8% | +45.2% | +113.6% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling