+155.6%
MPWR vs SOXQ
+269.0%
-113.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.7% |
| 7D | -1.3% | +5.2% | -6.5% | -7.2% |
| 30D | -12.8% | -0.5% | -12.3% | -12.5% |
| 3M | -21.3% | -5.6% | -15.7% | -17.7% |
| 6M | +13.7% | +53.0% | -39.3% | -35.1% |
| YTD | +33.3% | +68.8% | -35.5% | -32.6% |
| 1Y | +41.3% | +105.7% | -64.4% | -44.6% |
| 3Y | +145.8% | +240.5% | -94.7% | -47.1% |
| 5Y | +155.6% | +266.8% | -111.1% | -47.1% |
| All | +155.6% | +269.0% | -113.3% | -47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling