+121.6%
XLK vs MPWR
+146.5%
-24.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +0.9% | -2.6% | +3.4% | +1.7% |
| 30D | +0.7% | -9.0% | +9.8% | +3.8% |
| 3M | -2.9% | -25.8% | +22.9% | +6.1% |
| 6M | +34.3% | +11.8% | +22.5% | +26.9% |
| YTD | +30.4% | +35.5% | -5.1% | +15.1% |
| 1Y | +43.4% | +45.3% | -2.0% | +22.8% |
| All | +121.6% | +146.5% | -24.9% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling