+1,786.5%
MPWR vs HIG
+270.3%
+1,516.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.6% | +16.0% | +16.4% |
| 7D | +11.6% | -0.5% | +12.1% | +11.7% |
| 30D | +0.1% | +4.5% | -4.3% | -1.8% |
| 3M | -0.8% | -5.5% | +4.6% | +0.7% |
| 6M | -13.0% | +3.1% | -16.1% | -15.7% |
| YTD | +53.9% | -0.8% | +54.7% | +51.1% |
| 1Y | +45.8% | +6.1% | +39.7% | +38.9% |
| 3Y | +194.3% | +94.1% | +100.1% | +111.5% |
| 5Y | +160.1% | +106.4% | +53.7% | +81.2% |
| 10Y | +1,786.5% | +265.1% | +1,521.4% | +1,001.6% |
| All | +1,786.5% | +270.3% | +1,516.2% | +1,001.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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