+1,677.2%
MPWR vs HALO
+979.6%
+697.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.0% |
| 7D | +0.9% | -2.7% | +3.6% | +1.7% |
| 30D | -13.4% | +5.3% | -18.7% | -14.9% |
| 3M | -22.2% | +51.6% | -73.8% | -32.3% |
| 6M | +15.7% | +61.3% | -45.6% | -1.6% |
| YTD | +36.7% | +59.3% | -22.6% | +16.5% |
| 1Y | +47.9% | +38.3% | +9.7% | +31.2% |
| 3Y | +159.7% | +185.9% | -26.2% | +70.4% |
| 5Y | +159.1% | +159.9% | -0.8% | +71.5% |
| All | +1,677.2% | +979.6% | +697.6% | +740.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling