+179.2%
XLE vs MPWR
+1,791.1%
-1,611.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +4.9% | +1.6% |
| 7D | +5.4% | +16.8% | -11.4% | +2.3% |
| 30D | -3.9% | +11.9% | -15.8% | -6.3% |
| 3M | +7.0% | +2.2% | +4.8% | +5.5% |
| 6M | +14.2% | -15.5% | +29.7% | +15.0% |
| YTD | +48.2% | +54.2% | -6.0% | +31.0% |
| 1Y | +47.7% | +51.5% | -3.8% | +30.8% |
| 3Y | +70.0% | +180.2% | -110.2% | +21.7% |
| 5Y | +169.1% | +156.8% | +12.4% | +83.7% |
| All | +179.2% | +1,791.1% | -1,611.9% | -4.6% |
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 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