+35.1%
XBI vs MPWR
+47.3%
-12.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +0.2% |
| 7D | -1.1% | +16.8% | -17.9% | -3.8% |
| 30D | +2.6% | +11.9% | -9.3% | +0.3% |
| 3M | -4.0% | +2.2% | -6.2% | -5.1% |
| 6M | +10.9% | -15.5% | +26.4% | +12.4% |
| YTD | +23.6% | +54.2% | -30.6% | +11.5% |
| 1Y | +35.1% | +51.5% | -16.3% | +22.5% |
| All | +35.1% | +47.3% | -12.1% | +22.5% |
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