+83.9%
XLI vs MPWR
+153.3%
-69.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -1.1% | -2.6% | +1.5% | -0.6% |
| 30D | -5.9% | -9.0% | +3.1% | -4.4% |
| 3M | -0.3% | -25.8% | +25.6% | +4.5% |
| 6M | +0.1% | +11.8% | -11.6% | -3.4% |
| YTD | +13.6% | +35.5% | -21.9% | +5.4% |
| 1Y | +17.2% | +45.3% | -28.1% | +6.9% |
| 3Y | +68.2% | +138.5% | -70.2% | +31.9% |
| All | +83.9% | +153.3% | -69.4% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling