+244.2%
HL vs MPWR
+153.3%
+90.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.8% |
| 7D | +1.5% | -2.6% | +4.1% | +2.3% |
| 30D | +25.1% | -9.0% | +34.1% | +28.7% |
| 3M | +22.9% | -25.8% | +48.7% | +33.6% |
| 6M | -4.9% | +11.8% | -16.7% | -8.7% |
| YTD | +7.8% | +35.5% | -27.7% | -1.6% |
| 1Y | +133.9% | +45.3% | +88.6% | +108.8% |
| 3Y | +380.9% | +138.5% | +242.4% | +246.9% |
| All | +244.2% | +153.3% | +90.9% | +121.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling