+180.2%
MPWR vs SOXQ
+189.0%
-8.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.5% | 0.0% |
| 7D | +16.8% | +8.2% | +8.6% | +7.8% |
| 30D | +11.9% | -13.2% | +25.0% | +30.6% |
| 3M | +2.2% | -18.5% | +20.7% | +28.7% |
| 6M | -15.5% | -15.4% | 0.0% | -0.5% |
| YTD | +54.2% | +43.6% | +10.6% | -4.4% |
| 1Y | +51.5% | +49.2% | +2.2% | -10.9% |
| 3Y | +180.2% | +190.2% | -10.0% | -22.7% |
| All | +180.2% | +189.0% | -8.8% | -22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling