+162.0%
MPWR vs XYZ
-62.8%
+224.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -0.9% |
| 7D | +2.2% | +12.6% | -10.4% | -3.0% |
| 30D | -2.1% | +10.8% | -12.9% | -6.6% |
| 3M | -1.6% | +8.4% | -9.9% | -5.8% |
| 6M | -14.9% | +14.3% | -29.3% | -21.3% |
| YTD | +50.5% | +31.5% | +19.1% | +28.5% |
| 1Y | +40.0% | +28.1% | +11.9% | +20.3% |
| 3Y | +175.0% | +66.2% | +108.8% | +93.3% |
| 5Y | +162.0% | -62.3% | +224.3% | +226.5% |
| All | +162.0% | -62.8% | +224.7% | +226.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling