+443.6%
STX vs MPWR
+124.2%
+319.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.2% | -6.4% | -3.5% |
| 7D | -28.5% | -1.7% | -26.7% | -27.7% |
| 30D | -42.9% | -16.5% | -26.4% | -37.9% |
| 3M | -45.9% | -12.3% | -33.6% | -42.7% |
| 6M | -41.3% | -27.7% | -13.6% | -32.4% |
| YTD | +67.9% | +32.0% | +35.9% | +53.5% |
| 1Y | +66.5% | +25.1% | +41.4% | +55.6% |
| 3Y | +588.0% | +146.5% | +441.5% | +359.0% |
| All | +443.6% | +124.2% | +319.4% | +273.0% |
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