+16,489.1%
MPWR vs HALO
+4,356.4%
+12,132.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.8% |
| 7D | +16.8% | -3.2% | +20.1% | +17.6% |
| 30D | +11.9% | -14.2% | +26.0% | +14.9% |
| 3M | +2.2% | -0.4% | +2.6% | +1.5% |
| 6M | -15.5% | +43.2% | -58.7% | -22.6% |
| YTD | +54.2% | +49.0% | +5.2% | +39.7% |
| 1Y | +51.5% | +40.8% | +10.6% | +38.7% |
| 3Y | +180.2% | +167.4% | +12.8% | +117.5% |
| 5Y | +156.8% | +157.4% | -0.6% | +98.5% |
| 10Y | +1,801.1% | +697.1% | +1,104.0% | +1,048.9% |
| All | +16,489.1% | +4,356.4% | +12,132.6% | +6,064.8% |
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