+14.7%
XLF vs MPWR
+31.4%
-16.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.1% | +8.6% | +3.6% |
| 7D | +5.5% | +4.1% | +1.4% | +5.3% |
| 30D | +9.9% | -14.8% | +24.7% | +10.2% |
| 3M | +2.6% | -5.4% | +8.0% | +2.6% |
| 6M | +15.6% | -19.6% | +35.2% | +15.8% |
| YTD | +9.4% | +39.8% | -30.4% | +0.3% |
| 1Y | +14.7% | +32.5% | -17.8% | +5.9% |
| All | +14.7% | +31.4% | -16.7% | +5.9% |
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