+266.2%
MPWR vs SOXQ
+283.8%
-17.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.5% | -3.1% |
| 7D | -2.6% | +2.3% | -4.9% | -5.3% |
| 30D | -9.0% | -2.3% | -6.8% | -6.8% |
| 3M | -25.8% | -13.8% | -12.1% | -13.6% |
| 6M | +11.8% | +48.6% | -36.9% | -33.6% |
| YTD | +35.5% | +66.0% | -30.5% | -29.7% |
| 1Y | +45.3% | +107.9% | -62.6% | -43.4% |
| 3Y | +138.5% | +224.1% | -85.7% | -44.5% |
| 5Y | +152.8% | +256.6% | -103.8% | -44.8% |
| All | +266.2% | +283.8% | -17.6% | -23.2% |
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