+14,479.0%
MPWR vs HALO
+4,797.3%
+9,681.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +0.9% |
| 7D | -2.6% | +4.6% | -7.2% | -3.5% |
| 30D | -9.0% | +31.8% | -40.9% | -14.5% |
| 3M | -25.8% | +53.9% | -79.7% | -32.6% |
| 6M | +11.8% | +57.4% | -45.6% | +0.9% |
| YTD | +35.5% | +63.7% | -28.2% | +21.2% |
| 1Y | +45.3% | +50.1% | -4.8% | +32.0% |
| 3Y | +138.5% | +157.3% | -18.9% | +87.2% |
| 5Y | +152.8% | +161.0% | -8.2% | +95.9% |
| 10Y | +1,616.6% | +1,018.7% | +597.9% | +874.7% |
| All | +14,479.0% | +4,797.3% | +9,681.7% | +5,248.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling