+13,474.9%
MPWR vs XRT
+549.7%
+12,925.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.9% |
| 7D | +2.2% | +4.1% | -1.9% | -1.2% |
| 30D | -2.1% | +9.9% | -12.0% | -10.2% |
| 3M | -1.6% | +2.3% | -3.8% | -4.4% |
| 6M | -14.9% | +9.6% | -24.5% | -22.7% |
| YTD | +50.5% | +9.1% | +41.4% | +37.9% |
| 1Y | +40.0% | +16.2% | +23.7% | +21.4% |
| 3Y | +175.0% | +60.1% | +114.9% | +87.4% |
| 5Y | +162.0% | -0.5% | +162.4% | +165.1% |
| 10Y | +1,791.8% | +145.1% | +1,646.7% | +733.4% |
| All | +13,474.9% | +549.7% | +12,925.2% | +2,347.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling