-4.1%
XLY vs MPWR
+45.4%
-49.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.1% | -3.2% | +0.3% |
| 7D | -1.7% | +0.9% | -2.6% | -1.8% |
| 30D | -4.2% | -13.4% | +9.2% | -2.4% |
| 3M | -2.7% | -22.2% | +19.5% | +0.4% |
| 6M | -0.6% | +15.7% | -16.3% | -5.1% |
| YTD | -5.0% | +36.7% | -41.7% | -12.3% |
| 1Y | -4.1% | +47.9% | -52.0% | -13.2% |
| All | -4.1% | +45.4% | -49.5% | -13.2% |
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