+43.0%
MPWR vs XYZ
+5.9%
+37.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.1% |
| 7D | -0.6% | +2.9% | -3.5% | -1.1% |
| 30D | -13.1% | +1.4% | -14.5% | -13.3% |
| 3M | -21.7% | +14.6% | -36.3% | -24.5% |
| 6M | +19.5% | +20.8% | -1.2% | +12.7% |
| YTD | +34.9% | +23.1% | +11.9% | +28.7% |
| All | +43.0% | +5.9% | +37.1% | +48.8% |
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 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