+14,479.0%
MPWR vs XLU
+559.4%
+13,919.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.6% | +0.8% | -3.4% | -3.2% |
| 30D | -9.0% | -1.3% | -7.7% | -8.3% |
| 3M | -25.8% | -1.3% | -24.5% | -25.7% |
| 6M | +11.8% | -7.6% | +19.4% | +17.0% |
| YTD | +35.5% | +2.3% | +33.2% | +32.2% |
| 1Y | +45.3% | +5.8% | +39.5% | +38.5% |
| 3Y | +138.5% | +50.5% | +87.9% | +75.0% |
| 5Y | +152.8% | +44.1% | +108.6% | +88.9% |
| 10Y | +1,616.6% | +138.2% | +1,478.4% | +768.0% |
| All | +14,479.0% | +559.4% | +13,919.7% | +3,743.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling