+16.3%
SBUX vs MPWR
+138.8%
-122.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -3.1% | -2.6% | -0.6% | -2.7% |
| 30D | -0.9% | -9.0% | +8.2% | +0.7% |
| 3M | +11.6% | -25.8% | +37.4% | +16.5% |
| 6M | +8.8% | +11.8% | -3.0% | +3.6% |
| YTD | +26.3% | +35.5% | -9.2% | +15.4% |
| 1Y | +23.1% | +45.3% | -22.2% | +10.3% |
| All | +16.3% | +138.8% | -122.5% | -9.9% |
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