+232.1%
HPE vs MPWR
+124.2%
+107.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.2% | -3.8% | -0.5% |
| 7D | -18.7% | -1.7% | -17.0% | -18.1% |
| 30D | -37.9% | -16.5% | -21.4% | -33.7% |
| 3M | -14.4% | -12.3% | -2.1% | -10.3% |
| 6M | +48.2% | -27.7% | +76.0% | +64.3% |
| YTD | +88.6% | +32.0% | +56.6% | +69.5% |
| 1Y | +94.8% | +25.1% | +69.7% | +78.1% |
| 3Y | +202.7% | +146.5% | +56.2% | +108.3% |
| All | +232.1% | +124.2% | +107.9% | +112.6% |
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 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