+198.0%
MPWR vs HALO
+173.9%
+24.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.3% | +10.2% | +9.1% |
| 7D | +17.3% | -22.0% | +39.2% | +21.7% |
| 30D | +12.1% | -8.5% | +20.5% | +13.0% |
| 3M | +5.6% | -0.9% | +6.5% | +4.9% |
| 6M | -10.7% | +53.1% | -63.8% | -18.8% |
| YTD | +64.0% | +51.1% | +12.9% | +49.2% |
| 1Y | +55.9% | +45.0% | +10.9% | +42.8% |
| All | +198.0% | +173.9% | +24.1% | +132.7% |
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