+155.2%
MPWR vs XME
+176.2%
-21.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | -9.0% | +6.0% | -15.0% | -13.5% |
| 3M | -25.8% | -7.7% | -18.1% | -20.9% |
| 6M | +11.8% | +1.0% | +10.8% | +10.5% |
| YTD | +35.5% | +14.6% | +20.9% | +19.9% |
| 1Y | +45.3% | +46.0% | -0.6% | +3.9% |
| 3Y | +138.5% | +127.0% | +11.4% | +19.0% |
| All | +155.2% | +176.2% | -21.0% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling