+32.5%
MPWR vs HCA
+11.2%
+21.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +10.3% | -15.4% | -3.0% |
| 7D | +4.1% | +10.2% | -6.1% | +6.3% |
| 30D | -14.8% | +17.4% | -32.2% | -12.3% |
| 3M | -5.4% | +27.7% | -33.1% | -1.5% |
| 6M | -19.6% | +20.0% | -39.6% | -13.3% |
| YTD | +39.8% | +10.0% | +29.9% | +54.8% |
| 1Y | +32.5% | +9.0% | +23.5% | +45.8% |
| All | +32.5% | +11.2% | +21.4% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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