+45.3%
MPWR vs HALO
+47.3%
-2.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +0.9% |
| 7D | -2.6% | +4.6% | -7.2% | -3.3% |
| 30D | -9.0% | +31.8% | -40.9% | -13.7% |
| 3M | -25.8% | +53.9% | -79.7% | -32.5% |
| 6M | +11.8% | +57.4% | -45.6% | 0.0% |
| YTD | +35.5% | +63.7% | -28.2% | +20.3% |
| 1Y | +45.3% | +50.1% | -4.8% | +29.1% |
| All | +45.3% | +47.3% | -2.0% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 1y: compounded portfolio wealth divided by compounded HALO 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…
1y analysis · Full analysis span regression · 6 months rolling