+119.2%
XBI vs MPWR
+146.8%
-27.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.2% | -2.6% | +1.6% |
| 7D | -2.4% | -1.7% | -0.7% | -2.2% |
| 30D | +1.3% | -16.5% | +17.8% | +4.5% |
| 3M | -1.5% | -12.3% | +10.8% | +0.4% |
| 6M | +10.7% | -27.7% | +38.4% | +15.9% |
| YTD | +25.0% | +32.0% | -7.0% | +14.7% |
| 1Y | +39.9% | +25.1% | +14.8% | +29.6% |
| 3Y | +119.2% | +146.5% | -27.3% | +45.4% |
| All | +119.2% | +146.8% | -27.6% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling