+25.0%
HL vs MPWR
+31.4%
-6.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -5.1% | +18.2% | +15.4% |
| 7D | +0.2% | +4.1% | -3.9% | -2.5% |
| 30D | -12.1% | -14.8% | +2.7% | -6.0% |
| 3M | -2.8% | -5.4% | +2.6% | -1.4% |
| 6M | -14.9% | -19.6% | +4.7% | -7.3% |
| YTD | -22.0% | +39.8% | -61.9% | -36.3% |
| 1Y | +25.0% | +32.5% | -7.5% | +3.7% |
| All | +25.0% | +31.4% | -6.4% | +3.7% |
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 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