+11,803.5%
MPWR vs XME
+169.9%
+11,633.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.4% | +1.9% | +3.4% |
| 7D | -1.7% | -4.5% | +2.7% | +1.0% |
| 30D | -16.5% | -10.9% | -5.7% | -10.7% |
| 3M | -12.3% | -15.3% | +3.0% | -3.5% |
| 6M | -27.7% | -24.6% | -3.1% | -15.0% |
| YTD | +32.0% | -9.6% | +41.6% | +40.5% |
| 1Y | +25.1% | +2.9% | +22.2% | +23.8% |
| 3Y | +146.5% | +86.9% | +59.6% | +80.3% |
| 5Y | +126.0% | +115.2% | +10.9% | +54.7% |
| 10Y | +1,582.7% | +305.7% | +1,277.0% | +693.1% |
| All | +11,803.5% | +169.9% | +11,633.6% | +4,818.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling