+45.3%
MPWR vs XYZ
+9.3%
+36.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | -2.6% | -1.0% | -1.6% | -2.4% |
| 30D | -9.0% | -1.7% | -7.3% | -8.8% |
| 3M | -25.8% | +16.7% | -42.6% | -28.6% |
| 6M | +11.8% | +26.9% | -15.1% | +4.6% |
| YTD | +35.5% | +27.1% | +8.4% | +28.6% |
| 1Y | +45.3% | +9.3% | +36.1% | +50.1% |
| All | +45.3% | +9.3% | +36.0% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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