+156.2%
MPWR vs HAL
+58.8%
+97.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.1% | -7.0% | -4.9% |
| 7D | +16.8% | +6.1% | +10.7% | +14.6% |
| 30D | +11.9% | +2.9% | +9.0% | +10.8% |
| 3M | +2.2% | +3.3% | -1.1% | +0.8% |
| 6M | -15.5% | -16.9% | +1.4% | -10.8% |
| YTD | +54.2% | +21.2% | +33.0% | +42.0% |
| 1Y | +51.5% | +27.5% | +23.9% | +36.8% |
| 3Y | +180.2% | -6.4% | +186.7% | +164.2% |
| All | +156.2% | +58.8% | +97.4% | +108.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling