+284.2%
HL vs MPWR
+1,643.4%
-1,359.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.3% |
| 7D | +0.4% | -1.3% | +1.7% | +0.8% |
| 30D | +18.8% | -12.8% | +31.7% | +24.6% |
| 3M | +43.7% | -21.3% | +65.0% | +54.4% |
| 6M | -1.0% | +13.7% | -14.8% | -6.5% |
| YTD | +8.7% | +33.3% | -24.6% | -2.4% |
| 1Y | +105.0% | +41.3% | +63.7% | +79.8% |
| 3Y | +427.3% | +145.8% | +281.5% | +244.8% |
| 5Y | +249.3% | +155.6% | +93.7% | +105.6% |
| 10Y | +284.2% | +1,679.2% | -1,395.0% | +2.9% |
| All | +284.2% | +1,643.4% | -1,359.2% | +2.9% |
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