+465.1%
STM vs MPWR
+1,791.1%
-1,326.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +3.0% |
| 7D | +12.0% | +16.8% | -4.8% | +0.7% |
| 30D | -0.4% | +11.9% | -12.2% | -7.8% |
| 3M | -13.2% | +2.2% | -15.4% | -15.0% |
| 6M | -26.1% | -15.5% | -10.6% | -18.6% |
| YTD | +81.2% | +54.2% | +27.0% | +38.0% |
| 1Y | +98.3% | +51.5% | +46.9% | +52.4% |
| 3Y | +16.7% | +180.2% | -163.5% | -47.2% |
| 5Y | -4.8% | +156.8% | -161.6% | -59.0% |
| All | +465.1% | +1,791.1% | -1,326.0% | -47.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling