+316.7%
MPWR vs SOXQ
+231.9%
+84.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.5% | +0.1% |
| 7D | +16.8% | +8.2% | +8.6% | +7.4% |
| 30D | +11.9% | -13.2% | +25.0% | +31.4% |
| 3M | +2.2% | -18.5% | +20.7% | +29.8% |
| 6M | -15.5% | -15.4% | 0.0% | -0.1% |
| YTD | +54.2% | +43.6% | +10.6% | -5.2% |
| 1Y | +51.5% | +49.2% | +2.2% | -11.7% |
| 3Y | +180.2% | +190.2% | -10.0% | -26.3% |
| 5Y | +156.8% | +178.2% | -21.4% | -27.7% |
| All | +316.7% | +231.9% | +84.7% | +3.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling