+146.5%
MPWR vs XPO
+122.0%
+24.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +4.9% | +5.1% |
| 7D | -1.7% | -6.7% | +4.9% | +2.0% |
| 30D | -16.5% | -1.9% | -14.6% | -15.6% |
| 3M | -12.3% | -9.9% | -2.4% | -7.4% |
| 6M | -27.7% | -16.4% | -11.4% | -21.1% |
| YTD | +32.0% | +30.2% | +1.8% | +15.1% |
| 1Y | +25.1% | +29.9% | -4.8% | +8.6% |
| 3Y | +146.5% | +122.6% | +23.9% | +65.4% |
| All | +146.5% | +122.0% | +24.5% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling