+55.3%
SOXX vs MPWR
+47.3%
+8.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.9% | +0.3% | -0.9% |
| 7D | +9.4% | +16.8% | -7.5% | -2.6% |
| 30D | -13.8% | +11.9% | -25.6% | -20.9% |
| 3M | -18.6% | +2.2% | -20.8% | -21.0% |
| 6M | -15.1% | -15.5% | +0.4% | -6.3% |
| YTD | +49.0% | +54.2% | -5.2% | +4.5% |
| 1Y | +55.3% | +51.5% | +3.8% | +10.5% |
| All | +55.3% | +47.3% | +8.0% | +10.5% |
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