+1,777.3%
SMH vs MPWR
+1,636.1%
+141.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.1% |
| 7D | +2.5% | -2.6% | +5.1% | +4.1% |
| 30D | -0.5% | -9.0% | +8.6% | +5.0% |
| 3M | -9.6% | -25.8% | +16.2% | +6.5% |
| 6M | +42.1% | +11.8% | +30.3% | +30.9% |
| YTD | +57.4% | +35.5% | +21.9% | +29.0% |
| 1Y | +96.2% | +45.3% | +50.9% | +53.1% |
| 3Y | +267.9% | +138.5% | +129.5% | +92.4% |
| 5Y | +327.7% | +152.8% | +174.9% | +98.0% |
| All | +1,777.3% | +1,636.1% | +141.2% | +126.0% |
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