+167.3%
MPWR vs STLA
-74.2%
+241.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.1% | +4.0% | +0.8% |
| 7D | +27.9% | -13.1% | +41.0% | +36.4% |
| 30D | +9.7% | -13.3% | +22.9% | +16.0% |
| 3M | +1.7% | -27.9% | +29.6% | +16.4% |
| 6M | -9.2% | -47.8% | +38.6% | +22.2% |
| YTD | +60.5% | -64.6% | +125.0% | +153.7% |
| 1Y | +52.0% | -64.0% | +116.0% | +136.5% |
| 3Y | +193.1% | -76.8% | +270.0% | +448.0% |
| 5Y | +167.3% | -74.2% | +241.4% | +300.2% |
| All | +167.3% | -74.2% | +241.4% | +300.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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