+248.6%
HD vs MPWR
+1,791.1%
-1,542.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.1% | +1.0% |
| 7D | +1.5% | +16.8% | -15.3% | -2.2% |
| 30D | +18.0% | +11.9% | +6.1% | +14.0% |
| 3M | +2.8% | +2.2% | +0.6% | +0.8% |
| 6M | +17.0% | -15.5% | +32.5% | +17.9% |
| YTD | +3.5% | +54.2% | -50.7% | -10.8% |
| 1Y | -2.6% | +51.5% | -54.0% | -15.8% |
| 3Y | +30.7% | +180.2% | -149.5% | -12.8% |
| 5Y | +6.2% | +156.8% | -150.5% | -32.6% |
| All | +248.6% | +1,791.1% | -1,542.5% | +6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling