-10.7%
MPWR vs HALO
+59.0%
-69.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.3% | +10.2% | +8.9% |
| 7D | +17.3% | -22.0% | +39.2% | +17.8% |
| 30D | +12.1% | -8.5% | +20.5% | +12.0% |
| 3M | +5.6% | -0.9% | +6.5% | +5.1% |
| 6M | -10.7% | +53.1% | -63.8% | -11.5% |
| All | -10.7% | +59.0% | -69.7% | -11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling