+113.9%
SOXX vs MPWR
+48.9%
+65.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +2.9% |
| 7D | +2.2% | -2.6% | +4.8% | +4.1% |
| 30D | -2.0% | -9.0% | +7.0% | +4.4% |
| 3M | -13.7% | -25.8% | +12.1% | +5.3% |
| 6M | +52.4% | +11.8% | +40.6% | +42.5% |
| YTD | +72.8% | +35.5% | +37.3% | +42.9% |
| 1Y | +113.9% | +45.3% | +68.6% | +73.2% |
| All | +113.9% | +48.9% | +65.0% | +73.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling