+1,786.5%
MPWR vs SMTC
+365.8%
+1,420.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +12.8% | +3.8% | +9.8% |
| 7D | +11.6% | -4.8% | +16.4% | +13.9% |
| 30D | +0.1% | -37.8% | +38.0% | +26.0% |
| 3M | -0.8% | -16.5% | +15.7% | +3.1% |
| 6M | -13.0% | -4.4% | -8.6% | -18.3% |
| YTD | +53.9% | +58.0% | -4.1% | +7.2% |
| 1Y | +45.8% | +62.0% | -16.2% | -0.8% |
| 3Y | +194.3% | +745.7% | -551.4% | -44.3% |
| 5Y | +160.1% | +29.0% | +131.1% | +63.9% |
| 10Y | +1,786.5% | +351.4% | +1,435.2% | +509.2% |
| All | +1,786.5% | +365.8% | +1,420.7% | +509.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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