+144.0%
HL vs MPWR
+15,324.6%
-15,180.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.2% | -3.2% | +0.4% |
| 7D | +8.9% | -1.7% | +10.7% | +8.9% |
| 30D | -10.1% | -16.5% | +6.5% | -5.4% |
| 3M | -7.0% | -12.3% | +5.2% | -3.9% |
| 6M | -18.8% | -27.7% | +9.0% | -11.5% |
| YTD | -23.1% | +32.0% | -55.1% | -30.6% |
| 1Y | +8.9% | +25.1% | -16.2% | -0.1% |
| 3Y | +255.0% | +146.5% | +108.5% | +143.5% |
| 5Y | +151.5% | +126.0% | +25.4% | +65.0% |
| 10Y | +138.4% | +1,582.7% | -1,444.3% | -18.8% |
| All | +144.0% | +15,324.6% | -15,180.6% | -61.6% |
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