+950.2%
SMCI vs MPWR
+1,868.4%
-918.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.1% | -9.2% | -10.1% |
| 7D | -0.3% | +27.9% | -28.3% | -14.5% |
| 30D | -30.9% | +9.7% | -40.6% | -35.1% |
| 3M | -28.2% | +1.7% | -30.0% | -29.8% |
| 6M | -17.7% | -9.2% | -8.4% | -13.7% |
| YTD | -7.8% | +60.5% | -68.3% | -30.6% |
| 1Y | -28.8% | +52.0% | -80.8% | -44.8% |
| 3Y | +1.5% | +193.1% | -191.7% | -45.9% |
| 5Y | +517.8% | +167.3% | +350.5% | +227.0% |
| All | +950.2% | +1,868.4% | -918.2% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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