+487.4%
STX vs MPWR
+161.8%
+325.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +16.6% | -6.8% | +2.3% |
| 7D | -14.8% | +11.6% | -26.3% | -18.7% |
| 30D | -35.4% | +0.1% | -35.5% | -35.3% |
| 3M | -37.7% | -0.8% | -36.9% | -37.6% |
| 6M | -35.2% | -13.0% | -22.2% | -31.5% |
| YTD | +84.4% | +53.9% | +30.5% | +56.9% |
| 1Y | +82.3% | +45.8% | +36.4% | +58.7% |
| 3Y | +646.2% | +194.3% | +452.0% | +359.6% |
| 5Y | +487.4% | +160.1% | +327.3% | +277.2% |
| All | +487.4% | +161.8% | +325.6% | +277.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling