+1,786.5%
MPWR vs HAL
-18.5%
+1,805.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.1% | +16.5% | +16.6% |
| 7D | +11.6% | -7.9% | +19.5% | +14.5% |
| 30D | +0.1% | -2.1% | +2.2% | +0.7% |
| 3M | -0.8% | +0.4% | -1.2% | -1.3% |
| 6M | -13.0% | -19.2% | +6.2% | -7.8% |
| YTD | +53.9% | +14.4% | +39.5% | +45.4% |
| 1Y | +45.8% | +18.0% | +27.8% | +36.2% |
| 3Y | +194.3% | -9.7% | +203.9% | +190.7% |
| 5Y | +160.1% | +40.1% | +120.0% | +116.2% |
| 10Y | +1,786.5% | -19.1% | +1,805.6% | +1,346.2% |
| All | +1,786.5% | -18.5% | +1,805.0% | +1,346.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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