+42.4%
XLK vs MPWR
+40.0%
+2.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | +2.3% | -1.3% | +3.6% | +2.8% |
| 30D | +0.8% | -12.8% | +13.7% | +5.4% |
| 3M | +4.1% | -21.3% | +25.4% | +11.5% |
| 6M | +34.8% | +13.7% | +21.0% | +26.6% |
| YTD | +30.8% | +33.3% | -2.5% | +16.2% |
| 1Y | +42.4% | +41.3% | +1.0% | +25.1% |
| All | +42.4% | +40.0% | +2.3% | +25.1% |
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 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