+229.8%
SOXX vs MPWR
+141.7%
+88.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.4% |
| 7D | +6.1% | -1.3% | +7.4% | +6.9% |
| 30D | +0.5% | -12.8% | +13.3% | +8.8% |
| 3M | -5.3% | -21.3% | +16.0% | +8.5% |
| 6M | +58.3% | +13.7% | +44.6% | +47.8% |
| YTD | +76.8% | +33.3% | +43.6% | +51.0% |
| 1Y | +114.6% | +41.3% | +73.3% | +76.6% |
| All | +229.8% | +141.7% | +88.2% | +90.7% |
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