+180.2%
MPWR vs HBM
+424.8%
-244.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.8% | -3.4% |
| 7D | +16.8% | +2.2% | +14.6% | +16.0% |
| 30D | +11.9% | -11.8% | +23.7% | +18.8% |
| 3M | +2.2% | -19.2% | +21.4% | +12.6% |
| 6M | -15.5% | -22.9% | +7.4% | -6.3% |
| YTD | +54.2% | +7.8% | +46.4% | +43.0% |
| 1Y | +51.5% | +34.9% | +16.5% | +25.9% |
| 3Y | +180.2% | +422.2% | -242.0% | +39.1% |
| All | +180.2% | +424.8% | -244.5% | +39.1% |
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