+9.3%
SBUX vs MPWR
+146.8%
-137.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.2% | -5.9% | -1.5% |
| 7D | +1.7% | -1.7% | +3.4% | +1.8% |
| 30D | +12.6% | -16.5% | +29.2% | +15.5% |
| 3M | +0.8% | -12.3% | +13.1% | +2.2% |
| 6M | +0.2% | -27.7% | +27.9% | +4.0% |
| YTD | +27.4% | +32.0% | -4.6% | +15.9% |
| 1Y | +31.5% | +25.1% | +6.4% | +20.7% |
| 3Y | +9.3% | +146.5% | -137.2% | -20.7% |
| All | +9.3% | +146.8% | -137.5% | -20.7% |
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