+1,786.5%
MPWR vs XRT
+163.3%
+1,623.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.7% | +12.9% | +13.5% |
| 7D | +11.6% | +2.5% | +9.1% | +9.1% |
| 30D | +0.1% | +10.3% | -10.2% | -8.6% |
| 3M | -0.8% | +2.4% | -3.2% | -3.9% |
| 6M | -13.0% | +10.0% | -23.0% | -21.4% |
| YTD | +53.9% | +9.5% | +44.4% | +40.1% |
| 1Y | +45.8% | +17.2% | +28.7% | +25.0% |
| 3Y | +194.3% | +62.0% | +132.3% | +96.8% |
| 5Y | +160.1% | -2.1% | +162.2% | +156.4% |
| 10Y | +1,786.5% | +152.6% | +1,634.0% | +645.5% |
| All | +1,786.5% | +163.3% | +1,623.2% | +645.5% |
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