+105.1%
SOXX vs MPWR
+37.5%
+67.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.3% | -1.7% |
| 7D | +3.0% | -2.3% | +5.3% | +4.7% |
| 30D | -3.1% | -15.4% | +12.3% | +8.7% |
| 3M | -4.4% | -19.4% | +15.0% | +10.2% |
| 6M | +52.9% | +12.7% | +40.2% | +42.5% |
| YTD | +72.0% | +31.3% | +40.7% | +45.1% |
| 1Y | +105.1% | +39.7% | +65.4% | +66.6% |
| All | +105.1% | +37.5% | +67.6% | +66.6% |
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 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