+147.3%
MPWR vs HBM
+478.3%
-331.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.3% |
| 7D | -2.6% | -6.4% | +3.8% | +0.2% |
| 30D | -9.0% | +5.9% | -14.9% | -11.5% |
| 3M | -25.8% | -8.9% | -16.9% | -23.7% |
| 6M | +11.8% | +10.7% | +1.1% | +3.9% |
| YTD | +35.5% | +38.3% | -2.8% | +12.0% |
| 1Y | +45.3% | +121.3% | -76.0% | -4.8% |
| All | +147.3% | +478.3% | -331.0% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling