+43.1%
MPWR vs XRT
+16.2%
+26.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.7% | +12.9% | +14.5% |
| 7D | +11.6% | +2.5% | +9.1% | +10.4% |
| 30D | +0.1% | +10.3% | -10.2% | -5.5% |
| 3M | -0.8% | +2.4% | -3.2% | -1.6% |
| 6M | -13.0% | +10.0% | -23.0% | -20.7% |
| YTD | +53.9% | +9.5% | +44.4% | +38.9% |
| All | +43.1% | +16.2% | +26.9% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling