+9.6%
XLF vs MPWR
+41.1%
-31.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -0.9% | -1.4% |
| 7D | +0.2% | -0.6% | +0.8% | +0.2% |
| 30D | -0.5% | -13.1% | +12.5% | -0.1% |
| 3M | +10.6% | -21.7% | +32.4% | +11.5% |
| 6M | +14.3% | +19.5% | -5.2% | +9.2% |
| YTD | +5.5% | +34.9% | -29.4% | 0.0% |
| 1Y | +9.6% | +42.0% | -32.4% | +4.3% |
| All | +9.6% | +41.1% | -31.6% | +4.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling