+146.5%
MPWR vs HIG
+89.3%
+57.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.3% | +7.5% | +5.2% |
| 7D | -1.7% | +1.1% | -2.8% | -1.7% |
| 30D | -16.5% | +5.6% | -22.1% | -16.6% |
| 3M | -12.3% | -6.9% | -5.4% | -11.9% |
| 6M | -27.7% | +1.3% | -29.0% | -28.1% |
| YTD | +32.0% | -1.5% | +33.5% | +32.1% |
| 1Y | +25.1% | +6.6% | +18.5% | +22.0% |
| 3Y | +146.5% | +91.2% | +55.3% | +115.7% |
| All | +146.5% | +89.3% | +57.2% | +115.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling