+29.8%
XLV vs MPWR
-10.4%
+40.2%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.7% |
| 7D | +1.6% | +27.9% | -26.3% | +3.4% |
| 30D | +10.7% | +9.7% | +1.0% | +11.2% |
| 3M | +11.9% | +1.7% | +10.2% | +11.8% |
| 6M | +29.8% | -9.2% | +39.1% | +30.4% |
| All | +29.8% | -10.4% | +40.2% | +30.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling