+152.7%
MPWR vs HIG
+118.4%
+34.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.5% |
| 7D | -1.3% | -0.5% | -0.8% | -1.1% |
| 30D | -12.8% | -2.8% | -10.0% | -12.0% |
| 3M | -21.3% | +6.3% | -27.7% | -24.1% |
| 6M | +13.7% | -0.1% | +13.8% | +12.3% |
| YTD | +33.3% | +0.4% | +32.8% | +31.0% |
| 1Y | +41.3% | +6.2% | +35.1% | +34.1% |
| 3Y | +145.8% | +101.6% | +44.2% | +53.0% |
| All | +152.7% | +118.4% | +34.3% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling