+3.6%
XLY vs MPWR
+31.4%
-27.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.1% | +9.3% | +4.9% |
| 7D | +6.1% | +4.1% | +2.0% | +5.3% |
| 30D | +10.8% | -14.8% | +25.6% | +12.9% |
| 3M | +3.6% | -5.4% | +9.0% | +3.8% |
| 6M | +4.4% | -19.6% | +24.0% | +6.3% |
| YTD | +3.1% | +39.8% | -36.8% | -9.0% |
| 1Y | +3.6% | +32.5% | -29.0% | -7.2% |
| All | +3.6% | +31.4% | -27.8% | -7.2% |
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 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