+52.6%
XOM vs MPWR
+31.4%
+21.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.1% | +0.4% | -5.2% |
| 7D | -7.0% | +4.1% | -11.1% | -6.5% |
| 30D | +3.2% | -14.8% | +18.0% | +1.7% |
| 3M | +10.7% | -5.4% | +16.1% | +10.5% |
| 6M | +11.6% | -19.6% | +31.2% | +10.8% |
| YTD | +43.5% | +39.8% | +3.6% | +52.1% |
| 1Y | +52.6% | +32.5% | +20.1% | +60.6% |
| All | +52.6% | +31.4% | +21.2% | +60.6% |
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