+233.0%
XLI vs MPWR
+1,560.2%
-1,327.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.2% | -5.1% | -1.1% |
| 7D | -2.8% | -1.7% | -1.1% | -2.6% |
| 30D | -3.1% | -16.5% | +13.4% | +0.7% |
| 3M | -11.7% | -12.3% | +0.6% | -9.7% |
| 6M | -7.6% | -27.7% | +20.2% | -2.4% |
| YTD | +5.7% | +32.0% | -26.3% | -4.2% |
| 1Y | +7.8% | +25.1% | -17.3% | -1.1% |
| 3Y | +67.4% | +146.5% | -79.1% | +19.4% |
| 5Y | +64.8% | +126.0% | -61.2% | +12.1% |
| All | +233.0% | +1,560.2% | -1,327.2% | +14.1% |
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