+1,788.2%
MPWR vs SIMO
+394.4%
+1,393.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.6% | +1.7% | -1.4% |
| 7D | +16.8% | +4.1% | +12.7% | +15.2% |
| 30D | +11.9% | -24.0% | +35.8% | +25.0% |
| 3M | +2.2% | -31.8% | +34.0% | +18.1% |
| 6M | -15.5% | -36.9% | +21.4% | -2.3% |
| YTD | +54.2% | +84.8% | -30.6% | -1.7% |
| 1Y | +51.5% | +99.0% | -47.5% | -7.2% |
| 3Y | +180.2% | +217.9% | -37.7% | +35.3% |
| 5Y | +156.8% | +171.5% | -14.7% | +25.9% |
| All | +1,788.2% | +394.4% | +1,393.8% | +552.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 10y: compounded portfolio wealth divided by compounded SIMO 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…
10y analysis · Full analysis span regression · 6 months rolling