+267.1%
SMH vs MPWR
+138.8%
+128.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.2% |
| 7D | +2.5% | -2.6% | +5.1% | +3.9% |
| 30D | -0.5% | -9.0% | +8.6% | +4.6% |
| 3M | -9.6% | -25.8% | +16.2% | +5.1% |
| 6M | +42.1% | +11.8% | +30.3% | +32.6% |
| YTD | +57.4% | +35.5% | +21.9% | +32.6% |
| 1Y | +96.2% | +45.3% | +50.9% | +58.4% |
| All | +267.1% | +138.8% | +128.2% | +125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling