+1,524.2%
SMH vs MPWR
+1,868.4%
-344.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.2% |
| 7D | +12.1% | +27.9% | -15.9% | -3.6% |
| 30D | -14.7% | +9.7% | -24.4% | -19.9% |
| 3M | -14.2% | +1.7% | -15.9% | -16.5% |
| 6M | -10.6% | -9.2% | -1.4% | -7.9% |
| YTD | +39.3% | +60.5% | -21.2% | +2.0% |
| 1Y | +41.6% | +52.0% | -10.5% | +6.9% |
| 3Y | +223.4% | +193.1% | +30.2% | +48.9% |
| 5Y | +243.5% | +167.3% | +76.2% | +53.2% |
| All | +1,524.2% | +1,868.4% | -344.2% | +84.6% |
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