+167.2%
XLE vs MPWR
+1,560.2%
-1,393.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.2% | -0.9% |
| 7D | -12.0% | -1.7% | -10.2% | -11.9% |
| 30D | -2.7% | -16.5% | +13.8% | -0.1% |
| 3M | +6.6% | -12.3% | +18.9% | +8.1% |
| 6M | +9.5% | -27.7% | +37.3% | +13.6% |
| YTD | +40.6% | +32.0% | +8.6% | +28.0% |
| 1Y | +43.6% | +25.1% | +18.5% | +32.0% |
| 3Y | +58.1% | +146.5% | -88.4% | +15.9% |
| 5Y | +152.2% | +126.0% | +26.1% | +75.7% |
| All | +167.2% | +1,560.2% | -1,393.0% | -5.0% |
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