+1,650.0%
MPWR vs HIG
+304.7%
+1,345.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.5% | +0.3% |
| 7D | -0.6% | -1.1% | +0.5% | -0.2% |
| 30D | -13.1% | -4.9% | -8.2% | -11.5% |
| 3M | -21.7% | +6.8% | -28.5% | -24.5% |
| 6M | +19.5% | -1.7% | +21.2% | +18.6% |
| YTD | +34.9% | -0.2% | +35.1% | +32.9% |
| 1Y | +42.0% | +5.7% | +36.3% | +35.8% |
| 3Y | +148.8% | +100.3% | +48.5% | +77.3% |
| 5Y | +156.8% | +118.5% | +38.3% | +75.7% |
| 10Y | +1,650.0% | +309.7% | +1,340.3% | +800.3% |
| All | +1,650.0% | +304.7% | +1,345.3% | +800.3% |
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