+703.1%
XLK vs MPWR
+1,725.0%
-1,021.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.3% |
| 7D | -4.3% | +2.2% | -6.5% | -5.6% |
| 30D | -15.0% | -2.1% | -13.0% | -15.1% |
| 3M | -9.2% | -1.6% | -7.7% | -10.1% |
| 6M | -3.5% | -14.9% | +11.4% | -0.3% |
| YTD | +17.7% | +50.5% | -32.8% | -4.6% |
| 1Y | +14.9% | +40.0% | -25.1% | -4.3% |
| 3Y | +91.8% | +175.0% | -83.2% | +8.9% |
| 5Y | +113.1% | +162.0% | -48.9% | +12.8% |
| 10Y | +703.1% | +1,791.8% | -1,088.7% | +55.3% |
| All | +703.1% | +1,725.0% | -1,021.9% | +55.3% |
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