+229.4%
MPWR vs SMR
-45.9%
+275.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +7.1% | +9.5% | +15.5% |
| 7D | +11.6% | +1.7% | +9.9% | +11.3% |
| 30D | +0.1% | -24.4% | +24.6% | +4.4% |
| 3M | -0.8% | -44.6% | +43.8% | +7.3% |
| 6M | -13.0% | -56.7% | +43.6% | -3.0% |
| YTD | +53.9% | -61.6% | +115.5% | +71.3% |
| 1Y | +45.8% | -82.1% | +127.9% | +79.0% |
| 3Y | +194.3% | +161.5% | +32.7% | +117.7% |
| All | +229.4% | -45.9% | +275.3% | +209.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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