+782.1%
XLK vs MPWR
+1,632.4%
-850.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.5% |
| 7D | +2.3% | -0.6% | +2.9% | +2.5% |
| 30D | -0.1% | -13.1% | +13.0% | +5.5% |
| 3M | +2.1% | -21.7% | +23.9% | +11.1% |
| 6M | +37.2% | +19.5% | +17.7% | +24.4% |
| YTD | +30.8% | +34.9% | -4.1% | +12.2% |
| 1Y | +42.6% | +42.0% | +0.7% | +18.7% |
| 3Y | +121.8% | +148.8% | -27.0% | +31.9% |
| 5Y | +145.7% | +156.8% | -11.1% | +31.4% |
| 10Y | +782.1% | +1,650.0% | -867.9% | +71.4% |
| All | +782.1% | +1,632.4% | -850.3% | +71.4% |
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