+198.0%
MPWR vs STZ
-35.6%
+233.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.0% | +9.9% | +9.0% |
| 7D | +17.3% | -0.9% | +18.2% | +17.3% |
| 30D | +12.1% | +14.9% | -2.8% | +10.7% |
| 3M | +5.6% | +8.4% | -2.8% | +5.1% |
| 6M | -10.7% | +2.8% | -13.5% | -10.4% |
| YTD | +64.0% | +7.5% | +56.4% | +60.2% |
| 1Y | +55.9% | +12.5% | +43.4% | +50.4% |
| All | +198.0% | -35.6% | +233.5% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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