+1,865.4%
MPWR vs XME
+266.4%
+1,599.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -0.6% |
| 7D | +27.9% | +5.3% | +22.6% | +23.9% |
| 30D | +9.7% | -8.2% | +17.9% | +17.6% |
| 3M | +1.7% | -18.4% | +20.1% | +18.4% |
| 6M | -9.2% | -22.8% | +13.6% | +10.1% |
| YTD | +60.5% | -7.9% | +68.4% | +71.0% |
| 1Y | +52.0% | -0.9% | +52.9% | +53.4% |
| 3Y | +193.1% | +96.0% | +97.2% | +86.2% |
| 5Y | +167.3% | +110.3% | +56.9% | +62.4% |
| All | +1,865.4% | +266.4% | +1,599.1% | +618.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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