+4.3%
XLY vs MPWR
+47.3%
-43.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +0.1% |
| 7D | +2.0% | +16.8% | -14.8% | -0.2% |
| 30D | +7.6% | +11.9% | -4.3% | +5.5% |
| 3M | +1.5% | +2.2% | -0.7% | +0.5% |
| 6M | +1.5% | -15.5% | +17.0% | +2.6% |
| YTD | +1.1% | +54.2% | -53.1% | -10.6% |
| 1Y | +4.3% | +51.5% | -47.2% | -7.3% |
| All | +4.3% | +47.3% | -43.0% | -7.3% |
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