+162.0%
MPWR vs ALHC
-63.9%
+225.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.5% | -7.7% | -2.8% |
| 7D | +2.2% | +3.8% | -1.6% | +1.7% |
| 30D | -2.1% | +1.7% | -3.7% | -2.5% |
| 3M | -1.6% | -44.3% | +42.8% | +4.0% |
| 6M | -14.9% | -57.2% | +42.3% | -9.0% |
| YTD | +50.5% | -61.2% | +111.7% | +62.3% |
| 1Y | +40.0% | -53.2% | +93.2% | +47.0% |
| 3Y | +175.0% | +27.8% | +147.1% | +119.4% |
| 5Y | +162.0% | -65.4% | +227.3% | +157.6% |
| All | +162.0% | -63.9% | +225.8% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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