+1,062.8%
SMCI vs MPWR
+1,725.0%
-662.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -1.6% |
| 7D | -11.5% | +2.2% | -13.7% | -13.5% |
| 30D | -33.6% | -2.1% | -31.5% | -33.5% |
| 3M | -11.7% | -1.6% | -10.1% | -12.0% |
| 6M | -21.4% | -14.9% | -6.5% | -14.8% |
| YTD | -5.1% | +50.5% | -55.6% | -26.1% |
| 1Y | -30.9% | +40.0% | -70.8% | -43.9% |
| 3Y | +4.5% | +175.0% | -170.5% | -42.3% |
| 5Y | +534.2% | +162.0% | +372.2% | +240.6% |
| 10Y | +1,062.8% | +1,791.8% | -729.1% | +136.9% |
| All | +1,062.8% | +1,725.0% | -662.2% | +136.9% |
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