+156.3%
MPWR vs HALO
+181.0%
-24.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | -0.6% | +0.5% | -1.2% | -0.7% |
| 30D | -13.1% | +5.0% | -18.1% | -13.9% |
| 3M | -21.7% | +53.1% | -74.9% | -28.1% |
| 6M | +19.5% | +60.8% | -41.3% | +8.5% |
| YTD | +34.9% | +60.9% | -26.0% | +22.4% |
| 1Y | +42.0% | +42.8% | -0.8% | +31.3% |
| All | +156.3% | +181.0% | -24.6% | +99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling