+257.3%
SOXX vs MPWR
+153.3%
+104.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.6% |
| 6M | +58.3% | +13.7% | +44.6% | +47.0% |
| YTD | +76.8% | +33.3% | +43.6% | +49.7% |
| 1Y | +114.6% | +41.3% | +73.3% | +74.8% |
| 3Y | +229.6% | +145.8% | +83.8% | +78.7% |
| 5Y | +257.3% | +155.6% | +101.7% | +70.8% |
| All | +257.3% | +153.3% | +104.0% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling