+10.8%
XLI vs MPWR
+41.6%
-30.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +16.6% | -12.8% | +0.6% |
| 7D | -0.5% | +11.6% | -12.1% | -2.9% |
| 30D | -0.2% | +0.1% | -0.3% | -0.8% |
| 3M | -8.6% | -0.8% | -7.7% | -9.2% |
| 6M | -2.0% | -13.0% | +11.0% | -1.1% |
| YTD | +9.7% | +53.9% | -44.2% | -7.4% |
| All | +10.8% | +41.6% | -30.8% | -4.6% |
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 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