+14,101.9%
MPWR vs HIG
+240.5%
+13,861.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.3% | +7.5% | +5.7% |
| 7D | -1.7% | +1.1% | -2.8% | -2.0% |
| 30D | -16.5% | +5.6% | -22.1% | -17.6% |
| 3M | -12.3% | -6.9% | -5.4% | -11.4% |
| 6M | -27.7% | +1.3% | -29.0% | -28.6% |
| YTD | +32.0% | -1.5% | +33.5% | +31.0% |
| 1Y | +25.1% | +6.6% | +18.5% | +22.1% |
| 3Y | +146.5% | +91.2% | +55.3% | +112.6% |
| 5Y | +126.0% | +106.1% | +20.0% | +92.3% |
| 10Y | +1,582.7% | +283.7% | +1,299.0% | +1,141.5% |
| All | +14,101.9% | +240.5% | +13,861.4% | +10,363.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling