+146.5%
MPWR vs FHN
+114.0%
+32.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.6% | +5.4% |
| 7D | -1.7% | -1.0% | -0.8% | -1.1% |
| 30D | -16.5% | +0.2% | -16.7% | -16.8% |
| 3M | -12.3% | -9.0% | -3.3% | -7.5% |
| 6M | -27.7% | -6.8% | -20.9% | -25.3% |
| YTD | +32.0% | -1.5% | +33.5% | +31.8% |
| 1Y | +25.1% | +10.9% | +14.1% | +15.9% |
| 3Y | +146.5% | +119.4% | +27.1% | +57.4% |
| All | +146.5% | +114.0% | +32.5% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling