+1,786.5%
MPWR vs HRB
+246.2%
+1,540.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -3.2% | +19.8% | +17.2% |
| 7D | +11.6% | -2.4% | +14.0% | +11.9% |
| 30D | +0.1% | +15.7% | -15.6% | -3.1% |
| 3M | -0.8% | +11.4% | -12.2% | -3.9% |
| 6M | -13.0% | +40.7% | -53.8% | -21.0% |
| YTD | +53.9% | +21.0% | +33.0% | +43.6% |
| 1Y | +45.8% | +7.2% | +38.6% | +40.5% |
| 3Y | +194.3% | +29.2% | +165.1% | +160.4% |
| 5Y | +160.1% | +142.3% | +17.8% | +86.3% |
| 10Y | +1,786.5% | +253.1% | +1,533.4% | +1,059.7% |
| All | +1,786.5% | +246.2% | +1,540.3% | +1,059.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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