+2,069.9%
XLK vs MPWR
+17,885.0%
-15,815.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +16.6% | -12.9% | -1.3% |
| 7D | -1.9% | +11.6% | -13.5% | -5.5% |
| 30D | -14.0% | +0.1% | -14.2% | -14.6% |
| 3M | -9.0% | -0.8% | -8.2% | -9.7% |
| 6M | -2.4% | -13.0% | +10.6% | -0.3% |
| YTD | +19.1% | +53.9% | -34.8% | +1.5% |
| 1Y | +19.2% | +45.8% | -26.6% | +3.2% |
| 3Y | +99.1% | +194.3% | -95.2% | +31.7% |
| 5Y | +112.0% | +160.1% | -48.2% | +38.1% |
| 10Y | +699.4% | +1,786.5% | -1,087.1% | +202.3% |
| All | +2,069.9% | +17,885.0% | -15,815.1% | +425.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling