+1,679.2%
MPWR vs XYZ
+580.4%
+1,098.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | -1.3% | -3.7% | +2.4% | +0.2% |
| 30D | -12.8% | +0.5% | -13.4% | -13.4% |
| 3M | -21.3% | +16.3% | -37.6% | -27.1% |
| 6M | +13.7% | +21.1% | -7.4% | +2.9% |
| YTD | +33.3% | +22.0% | +11.3% | +17.6% |
| 1Y | +41.3% | +5.2% | +36.1% | +31.8% |
| 3Y | +145.8% | +49.6% | +96.2% | +81.6% |
| 5Y | +155.6% | -68.4% | +224.1% | +228.6% |
| 10Y | +1,679.2% | +604.5% | +1,074.7% | +658.8% |
| All | +1,679.2% | +580.4% | +1,098.8% | +658.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling