+40.0%
MPWR vs HBM
+31.9%
+8.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.7% | +1.5% | -0.5% |
| 7D | +2.2% | +2.4% | -0.2% | +1.5% |
| 30D | -2.1% | -16.0% | +13.9% | +5.9% |
| 3M | -1.6% | -21.3% | +19.8% | +9.0% |
| 6M | -14.9% | -12.2% | -2.7% | -10.8% |
| YTD | +50.5% | +10.7% | +39.9% | +42.7% |
| 1Y | +40.0% | +30.3% | +9.7% | +23.6% |
| All | +40.0% | +31.9% | +8.1% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling