+155.2%
MPWR vs ALHC
-33.5%
+188.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | -2.6% | -0.6% | -2.0% | -2.5% |
| 30D | -9.0% | -1.0% | -8.0% | -9.0% |
| 3M | -25.8% | -10.2% | -15.7% | -26.3% |
| 6M | +11.8% | -28.3% | +40.0% | +13.6% |
| YTD | +35.5% | -31.4% | +66.9% | +38.4% |
| 1Y | +45.3% | -16.9% | +62.2% | +44.5% |
| 3Y | +138.5% | +135.5% | +3.0% | +78.0% |
| All | +155.2% | -33.5% | +188.7% | +114.5% |
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