+76.1%
XBI vs MPWR
+48.9%
+27.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | +0.9% | -2.6% | +3.5% | +1.2% |
| 30D | +7.1% | -9.0% | +16.1% | +8.4% |
| 3M | +22.9% | -25.8% | +48.7% | +28.1% |
| 6M | +29.7% | +11.8% | +18.0% | +23.5% |
| YTD | +34.5% | +35.5% | -1.0% | +24.5% |
| 1Y | +76.1% | +45.3% | +30.7% | +58.4% |
| All | +76.1% | +48.9% | +27.1% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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