+158.5%
XBI vs MPWR
+1,632.4%
-1,473.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -0.9% | -0.6% | -0.3% | -0.7% |
| 30D | +2.9% | -13.1% | +16.0% | +7.6% |
| 3M | +26.2% | -21.7% | +47.9% | +34.4% |
| 6M | +30.7% | +19.5% | +11.2% | +18.5% |
| YTD | +32.9% | +34.9% | -2.0% | +14.5% |
| 1Y | +72.3% | +42.0% | +30.3% | +44.0% |
| 3Y | +107.2% | +148.8% | -41.6% | +23.1% |
| 5Y | +23.2% | +156.8% | -133.6% | -34.1% |
| 10Y | +158.5% | +1,650.0% | -1,491.5% | -51.3% |
| All | +158.5% | +1,632.4% | -1,473.8% | -51.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling