+455.7%
STX vs MPWR
+117.3%
+338.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -10.3% | -6.0% | -11.6% |
| 7D | -33.4% | -5.6% | -27.8% | -31.3% |
| 30D | -42.1% | -23.2% | -18.9% | -34.5% |
| 3M | -44.3% | -15.8% | -28.5% | -39.7% |
| 6M | -39.4% | -28.5% | -10.9% | -29.7% |
| YTD | +70.0% | +25.5% | +44.5% | +59.1% |
| 1Y | +70.2% | +13.9% | +56.3% | +65.4% |
| 3Y | +585.2% | +134.6% | +450.6% | +368.0% |
| 5Y | +455.7% | +114.8% | +340.8% | +289.0% |
| All | +455.7% | +117.3% | +338.3% | +289.0% |
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