+135.5%
HL vs MPWR
+1,725.0%
-1,589.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.2% | -5.1% | -6.5% |
| 7D | +8.2% | +2.2% | +6.0% | +6.6% |
| 30D | -16.3% | -2.1% | -14.2% | -16.4% |
| 3M | -18.6% | -1.6% | -17.0% | -19.1% |
| 6M | -23.2% | -14.9% | -8.2% | -20.4% |
| YTD | -25.5% | +50.5% | -76.0% | -36.6% |
| 1Y | -4.8% | +40.0% | -44.8% | -17.0% |
| 3Y | +281.4% | +175.0% | +106.5% | +139.4% |
| 5Y | +137.8% | +162.0% | -24.1% | +38.8% |
| 10Y | +135.5% | +1,791.8% | -1,656.4% | -32.1% |
| All | +135.5% | +1,725.0% | -1,589.5% | -32.1% |
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