-4.6%
HD vs MPWR
+31.4%
-36.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -5.1% | +11.6% | +6.7% |
| 7D | +11.9% | +4.1% | +7.8% | +11.6% |
| 30D | +26.4% | -14.8% | +41.2% | +27.4% |
| 3M | +2.8% | -5.4% | +8.2% | +2.8% |
| 6M | +15.5% | -19.6% | +35.1% | +16.2% |
| YTD | +5.5% | +39.8% | -34.3% | -3.8% |
| 1Y | -4.6% | +32.5% | -37.1% | -12.4% |
| All | -4.6% | +31.4% | -36.0% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling