+56.3%
XLV vs MPWR
+175.3%
-119.0%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.4% |
| 7D | +2.6% | +2.2% | +0.4% | +2.4% |
| 30D | +10.6% | -2.1% | +12.6% | +10.5% |
| 3M | +12.6% | -1.6% | +14.1% | +12.4% |
| 6M | +32.7% | -14.9% | +47.7% | +33.2% |
| YTD | +23.5% | +50.5% | -27.0% | +18.6% |
| 1Y | +30.4% | +40.0% | -9.6% | +25.7% |
| All | +56.3% | +175.3% | -119.0% | +42.0% |
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