+1,745.9%
SMCI vs MPWR
+1,643.4%
+102.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.6% |
| 7D | +5.2% | -1.3% | +6.5% | +6.0% |
| 30D | +23.7% | -12.8% | +36.6% | +34.0% |
| 3M | -4.2% | -21.3% | +17.1% | +10.5% |
| 6M | +21.7% | +13.7% | +8.0% | +13.7% |
| YTD | +33.0% | +33.3% | -0.3% | +12.6% |
| 1Y | -9.3% | +41.3% | -50.6% | -26.7% |
| 3Y | +38.7% | +145.8% | -107.1% | -17.1% |
| 5Y | +967.2% | +155.6% | +811.5% | +495.6% |
| 10Y | +1,745.9% | +1,679.2% | +66.7% | +324.3% |
| All | +1,745.9% | +1,643.4% | +102.5% | +324.3% |
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