+910.8%
XBI vs MPWR
+8,902.4%
-7,991.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +16.6% | -13.5% | -1.9% |
| 7D | +3.2% | +11.6% | -8.4% | -0.7% |
| 30D | +2.0% | +0.1% | +1.9% | +1.2% |
| 3M | -0.3% | -0.8% | +0.5% | -1.4% |
| 6M | +16.6% | -13.0% | +29.6% | +17.6% |
| YTD | +28.8% | +53.9% | -25.1% | +7.3% |
| 1Y | +44.6% | +45.8% | -1.2% | +22.3% |
| 3Y | +137.1% | +194.3% | -57.1% | +45.3% |
| 5Y | +22.8% | +160.1% | -137.4% | -26.4% |
| 10Y | +149.4% | +1,786.5% | -1,637.1% | -22.6% |
| All | +910.8% | +8,902.4% | -7,991.6% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling