+43.6%
XLE vs MPWR
+20.4%
+23.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.2% | +0.2% |
| 7D | -12.0% | -1.7% | -10.2% | -11.9% |
| 30D | -2.7% | -16.5% | +13.8% | -3.5% |
| 3M | +6.6% | -12.3% | +18.9% | +6.2% |
| 6M | +9.5% | -27.7% | +37.3% | +8.7% |
| YTD | +40.6% | +32.0% | +8.6% | +44.6% |
| 1Y | +43.6% | +25.1% | +18.5% | +47.3% |
| All | +43.6% | +20.4% | +23.2% | +47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling