+1,788.2%
MPWR vs HCA
+675.7%
+1,112.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.8% |
| 7D | +16.8% | +0.8% | +16.0% | +16.6% |
| 30D | +11.9% | +6.1% | +5.8% | +8.8% |
| 3M | +2.2% | +21.4% | -19.2% | -5.9% |
| 6M | -15.5% | +17.2% | -32.7% | -22.2% |
| YTD | +54.2% | +7.5% | +46.7% | +46.1% |
| 1Y | +51.5% | +6.2% | +45.3% | +43.9% |
| 3Y | +180.2% | +122.0% | +58.2% | +86.1% |
| 5Y | +156.8% | +112.2% | +44.6% | +70.8% |
| All | +1,788.2% | +675.7% | +1,112.5% | +705.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling