+125.2%
MPWR vs SMTC
+13.5%
+111.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +12.7% | -7.5% | -0.8% |
| 7D | -1.7% | -19.0% | +17.2% | +7.5% |
| 30D | -16.5% | -46.7% | +30.2% | +10.0% |
| 3M | -12.3% | -23.4% | +11.1% | -5.4% |
| 6M | -27.7% | -13.4% | -14.3% | -28.1% |
| YTD | +32.0% | +40.1% | -8.1% | +2.3% |
| 1Y | +25.1% | +47.7% | -22.6% | -6.2% |
| 3Y | +146.5% | +606.9% | -460.4% | -39.2% |
| All | +125.2% | +13.5% | +111.7% | +125.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling