+155.2%
MPWR vs HBM
+349.4%
-194.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.2% |
| 7D | -2.6% | -6.4% | +3.8% | -0.1% |
| 30D | -9.0% | +5.9% | -14.9% | -11.3% |
| 3M | -25.8% | -8.9% | -16.9% | -23.8% |
| 6M | +11.8% | +10.7% | +1.1% | +5.0% |
| YTD | +35.5% | +38.3% | -2.8% | +15.2% |
| 1Y | +45.3% | +121.3% | -76.0% | +1.6% |
| 3Y | +138.5% | +450.6% | -312.1% | +14.6% |
| All | +155.2% | +349.4% | -194.2% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling