+1,632.0%
MPWR vs XRT
+129.4%
+1,502.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | 0.0% |
| 7D | -2.6% | +0.8% | -3.4% | -3.3% |
| 30D | -9.0% | -4.2% | -4.8% | -5.9% |
| 3M | -25.8% | +5.1% | -30.9% | -29.7% |
| 6M | +11.8% | +2.4% | +9.3% | +8.6% |
| YTD | +35.5% | +3.2% | +32.3% | +30.9% |
| 1Y | +45.3% | +1.5% | +43.8% | +42.2% |
| 3Y | +138.5% | +40.6% | +97.9% | +81.0% |
| 5Y | +152.8% | -1.0% | +153.8% | +151.1% |
| All | +1,632.0% | +129.4% | +1,502.6% | +667.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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