+1,791.8%
MPWR vs HBM
+301.8%
+1,490.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.7% | +1.5% | -1.0% |
| 7D | +2.2% | +2.4% | -0.2% | +1.8% |
| 30D | -2.1% | -16.0% | +13.9% | +3.9% |
| 3M | -1.6% | -21.3% | +19.8% | +6.5% |
| 6M | -14.9% | -12.2% | -2.7% | -11.8% |
| YTD | +50.5% | +10.7% | +39.9% | +43.1% |
| 1Y | +40.0% | +30.3% | +9.7% | +26.2% |
| 3Y | +175.0% | +432.2% | -257.3% | +59.1% |
| 5Y | +162.0% | +218.8% | -56.8% | +65.7% |
| 10Y | +1,791.8% | +281.4% | +1,510.5% | +810.7% |
| All | +1,791.8% | +301.8% | +1,490.1% | +810.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 10y: compounded portfolio wealth divided by compounded HBM 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…
10y analysis · Full analysis span regression · 6 months rolling