+4.9%
STM vs MPWR
+146.8%
-141.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.2% | -0.8% | +1.4% |
| 7D | -10.7% | -1.7% | -9.0% | -9.6% |
| 30D | -25.7% | -16.5% | -9.2% | -17.4% |
| 3M | -21.6% | -12.3% | -9.3% | -15.2% |
| 6M | -27.8% | -27.7% | -0.1% | -13.0% |
| YTD | +61.8% | +32.0% | +29.8% | +43.5% |
| 1Y | +78.1% | +25.1% | +53.0% | +61.9% |
| 3Y | +4.9% | +146.5% | -141.6% | -43.5% |
| All | +4.9% | +146.8% | -141.9% | -43.5% |
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 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