+152.7%
MPWR vs HLT
+145.7%
+7.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.0% |
| 7D | -1.3% | -1.5% | +0.2% | 0.0% |
| 30D | -12.8% | -1.2% | -11.6% | -12.1% |
| 3M | -21.3% | -10.3% | -11.0% | -13.5% |
| 6M | +13.7% | +1.3% | +12.5% | +11.3% |
| YTD | +33.3% | +7.0% | +26.3% | +23.3% |
| 1Y | +41.3% | +11.9% | +29.4% | +23.6% |
| 3Y | +145.8% | +100.7% | +45.1% | +26.8% |
| All | +152.7% | +145.7% | +7.0% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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