+125.2%
MPWR vs SIMO
+154.7%
-29.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.2% | +1.1% | +3.4% |
| 7D | -1.7% | -22.0% | +20.2% | +8.6% |
| 30D | -16.5% | -43.0% | +26.5% | +4.6% |
| 3M | -12.3% | -39.1% | +26.9% | +5.1% |
| 6M | -27.7% | -33.3% | +5.5% | -18.9% |
| YTD | +32.0% | +77.0% | -45.0% | -15.6% |
| 1Y | +25.1% | +73.0% | -47.9% | -19.2% |
| 3Y | +146.5% | +215.7% | -69.2% | +14.3% |
| All | +125.2% | +154.7% | -29.5% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling