+254.9%
MPWR vs SOXQ
+279.9%
-25.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.2% | +1.6% |
| 7D | -2.3% | +2.3% | -4.6% | -5.1% |
| 30D | -15.4% | -3.9% | -11.5% | -11.6% |
| 3M | -19.4% | -4.7% | -14.6% | -16.8% |
| 6M | +12.7% | +47.9% | -35.2% | -32.7% |
| YTD | +31.3% | +64.3% | -33.0% | -31.1% |
| 1Y | +39.7% | +95.7% | -56.0% | -41.3% |
| 3Y | +142.2% | +231.5% | -89.3% | -45.3% |
| 5Y | +149.0% | +255.0% | -106.0% | -45.2% |
| All | +254.9% | +279.9% | -25.0% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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