+365.4%
HPE vs MPWR
+1,847.3%
-1,481.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +16.6% | -10.4% | +0.1% |
| 7D | -7.1% | +11.6% | -18.7% | -10.8% |
| 30D | -35.3% | +0.1% | -35.4% | -35.4% |
| 3M | -10.4% | -0.8% | -9.6% | -10.5% |
| 6M | +52.5% | -13.0% | +65.5% | +58.1% |
| YTD | +100.3% | +53.9% | +46.4% | +68.6% |
| 1Y | +106.4% | +45.8% | +60.6% | +76.9% |
| 3Y | +227.4% | +194.3% | +33.1% | +104.5% |
| 5Y | +250.6% | +160.1% | +90.4% | +111.7% |
| 10Y | +365.4% | +1,786.5% | -1,421.1% | +16.8% |
| All | +365.4% | +1,847.3% | -1,481.9% | +16.8% |
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