+1,679.2%
MPWR vs HBM
+625.8%
+1,053.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -1.3% | +5.5% | -6.8% | -3.0% |
| 30D | -12.8% | +3.3% | -16.1% | -13.9% |
| 3M | -21.3% | +12.7% | -34.0% | -24.7% |
| 6M | +13.7% | +28.2% | -14.4% | +3.7% |
| YTD | +33.3% | +45.3% | -12.0% | +15.9% |
| 1Y | +41.3% | +121.7% | -80.4% | +7.3% |
| 3Y | +145.8% | +523.5% | -377.7% | +35.1% |
| 5Y | +155.6% | +393.9% | -238.3% | +42.4% |
| 10Y | +1,679.2% | +647.9% | +1,031.3% | +680.5% |
| All | +1,679.2% | +625.8% | +1,053.4% | +680.5% |
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