+1,385.0%
SMH vs MPWR
+1,560.2%
-175.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.2% | -1.6% | +0.6% |
| 7D | -11.2% | -1.7% | -9.5% | -10.3% |
| 30D | -25.8% | -16.5% | -9.3% | -17.8% |
| 3M | -18.8% | -12.3% | -6.5% | -13.2% |
| 6M | -15.6% | -27.7% | +12.1% | -0.1% |
| YTD | +28.8% | +32.0% | -3.2% | +6.4% |
| 1Y | +32.6% | +25.1% | +7.5% | +13.0% |
| 3Y | +213.6% | +146.5% | +67.1% | +60.8% |
| 5Y | +222.4% | +126.0% | +96.4% | +59.5% |
| All | +1,385.0% | +1,560.2% | -175.1% | +88.0% |
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