+80.1%
XLF vs MPWR
+193.6%
-113.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.5% |
| 7D | +1.2% | +27.9% | -26.7% | -1.0% |
| 30D | +6.2% | +9.7% | -3.5% | +5.1% |
| 3M | +0.9% | +1.7% | -0.9% | +0.3% |
| 6M | +13.6% | -9.2% | +22.9% | +13.6% |
| YTD | +7.6% | +60.5% | -52.9% | 0.0% |
| 1Y | +10.2% | +52.0% | -41.9% | +3.0% |
| All | +80.1% | +193.6% | -113.5% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling