+64.3%
MPWR vs MSTU
-92.2%
+156.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -3.5% |
| 7D | +16.8% | -25.8% | +42.6% | +19.9% |
| 30D | +11.9% | -43.9% | +55.7% | +17.2% |
| 3M | +2.2% | +2.9% | -0.7% | -0.8% |
| 6M | -15.5% | -75.5% | +60.0% | -8.3% |
| YTD | +54.2% | -76.7% | +130.9% | +60.5% |
| 1Y | +51.5% | -88.9% | +140.4% | +67.5% |
| All | +64.3% | -92.2% | +156.5% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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