+1,788.2%
MPWR vs HALO
+689.5%
+1,098.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.8% |
| 7D | +16.8% | -3.2% | +20.1% | +17.9% |
| 30D | +11.9% | -14.2% | +26.0% | +16.3% |
| 3M | +2.2% | -0.4% | +2.6% | +1.0% |
| 6M | -15.5% | +43.2% | -58.7% | -26.5% |
| YTD | +54.2% | +49.0% | +5.2% | +31.8% |
| 1Y | +51.5% | +40.8% | +10.6% | +31.6% |
| 3Y | +180.2% | +167.4% | +12.8% | +83.0% |
| 5Y | +156.8% | +157.4% | -0.6% | +64.9% |
| All | +1,788.2% | +689.5% | +1,098.7% | +789.1% |
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 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