+254.2%
HD vs MPWR
+1,560.2%
-1,306.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.2% | -7.1% | -3.0% |
| 7D | +4.3% | -1.7% | +6.1% | +4.3% |
| 30D | +20.2% | -16.5% | +36.7% | +24.1% |
| 3M | -1.0% | -12.3% | +11.3% | +0.7% |
| 6M | +7.9% | -27.7% | +35.6% | +12.8% |
| YTD | +2.0% | +32.0% | -30.0% | -8.8% |
| 1Y | -4.3% | +25.1% | -29.4% | -13.4% |
| 3Y | +25.9% | +146.5% | -120.6% | -13.5% |
| 5Y | +5.8% | +126.0% | -120.2% | -31.0% |
| All | +254.2% | +1,560.2% | -1,306.0% | +13.7% |
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