+12,119.6%
MPWR vs XRT
+514.3%
+11,605.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.0% |
| 3M | -25.8% | +5.1% | -30.9% | -29.5% |
| 6M | +11.8% | +2.4% | +9.3% | +8.8% |
| YTD | +35.5% | +3.2% | +32.3% | +31.1% |
| 1Y | +45.3% | +1.5% | +43.8% | +42.5% |
| 3Y | +138.5% | +40.6% | +97.9% | +82.7% |
| 5Y | +152.8% | -1.0% | +153.8% | +158.9% |
| 10Y | +1,616.6% | +128.4% | +1,488.2% | +707.3% |
| All | +12,119.6% | +514.3% | +11,605.3% | +2,226.6% |
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