+20.7%
XLK vs MPWR
+31.4%
-10.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.1% | +5.1% | +1.7% |
| 7D | -7.6% | +4.1% | -11.7% | -9.0% |
| 30D | -12.2% | -14.8% | +2.6% | -7.7% |
| 3M | -5.5% | -5.4% | -0.1% | -4.5% |
| 6M | +9.2% | -19.6% | +28.8% | +15.1% |
| YTD | +23.0% | +39.8% | -16.8% | +3.4% |
| 1Y | +20.7% | +32.5% | -11.8% | +3.9% |
| All | +20.7% | +31.4% | -10.7% | +3.9% |
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