+242.3%
HL vs MPWR
+15,734.2%
-15,491.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +28.8% |
| 3M | +22.9% | -25.8% | +48.7% | +33.9% |
| 6M | -4.9% | +11.8% | -16.7% | -9.2% |
| YTD | +7.8% | +35.5% | -27.7% | -2.7% |
| 1Y | +133.9% | +45.3% | +88.6% | +105.7% |
| 3Y | +380.9% | +138.5% | +242.4% | +233.8% |
| 5Y | +230.2% | +152.8% | +77.4% | +110.5% |
| 10Y | +265.6% | +1,616.6% | -1,351.0% | +24.6% |
| All | +242.3% | +15,734.2% | -15,491.9% | -46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling