+174.3%
XLE vs MPWR
+1,606.4%
-1,432.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | +2.2% | -2.6% | +4.8% | +2.7% |
| 30D | +11.8% | -9.0% | +20.8% | +13.5% |
| 3M | +9.8% | -25.8% | +35.7% | +14.5% |
| 6M | +15.6% | +11.8% | +3.8% | +10.2% |
| YTD | +45.3% | +35.5% | +9.7% | +32.6% |
| 1Y | +48.3% | +45.3% | +3.0% | +32.5% |
| 3Y | +55.4% | +138.5% | -83.0% | +15.2% |
| 5Y | +216.1% | +152.8% | +63.3% | +113.6% |
| All | +174.3% | +1,606.4% | -1,432.2% | -9.5% |
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 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