+1,786.5%
MPWR vs FHN
+106.3%
+1,680.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.1% | +14.5% | +15.8% |
| 7D | +11.6% | -0.5% | +12.0% | +11.9% |
| 30D | +0.1% | +1.9% | -1.8% | -0.5% |
| 3M | -0.8% | -6.9% | +6.1% | +1.7% |
| 6M | -13.0% | -3.1% | -10.0% | -12.4% |
| YTD | +53.9% | +0.6% | +53.3% | +53.2% |
| 1Y | +45.8% | +12.4% | +33.5% | +39.5% |
| 3Y | +194.3% | +133.7% | +60.5% | +120.9% |
| 5Y | +160.1% | +61.4% | +98.8% | +104.5% |
| 10Y | +1,786.5% | +97.9% | +1,688.7% | +1,269.6% |
| All | +1,786.5% | +106.3% | +1,680.3% | +1,269.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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