+71.6%
XLI vs MPWR
+182.2%
-110.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.3% |
| 7D | -1.5% | +2.2% | -3.7% | -2.2% |
| 30D | -0.3% | -2.1% | +1.8% | -0.4% |
| 3M | -8.4% | -1.6% | -6.8% | -8.8% |
| 6M | -2.1% | -14.9% | +12.9% | -0.9% |
| YTD | +9.6% | +50.5% | -40.9% | -0.4% |
| 1Y | +10.7% | +40.0% | -29.3% | +1.7% |
| 3Y | +71.6% | +175.0% | -103.4% | +31.8% |
| All | +71.6% | +182.2% | -110.6% | +31.8% |
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