+1,209.8%
SOXX vs MPWR
+1,791.1%
-581.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.9% | +0.3% | -1.3% |
| 7D | +9.4% | +16.8% | -7.5% | -1.1% |
| 30D | -13.8% | +11.9% | -25.6% | -20.0% |
| 3M | -18.6% | +2.2% | -20.8% | -20.6% |
| 6M | -15.1% | -15.5% | +0.4% | -7.3% |
| YTD | +49.0% | +54.2% | -5.2% | +12.6% |
| 1Y | +55.3% | +51.5% | +3.8% | +18.6% |
| 3Y | +179.0% | +180.2% | -1.2% | +32.2% |
| 5Y | +166.5% | +156.8% | +9.8% | +22.1% |
| All | +1,209.8% | +1,791.1% | -581.3% | +44.6% |
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