+40.0%
MPWR vs HRB
+8.1%
+31.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +2.2% | -4.0% | +6.3% | +1.1% |
| 30D | -2.1% | +15.8% | -17.8% | +3.4% |
| 3M | -1.6% | +12.0% | -13.6% | +3.9% |
| 6M | -14.9% | +40.7% | -55.7% | -1.6% |
| YTD | +50.5% | +21.0% | +29.6% | +70.2% |
| 1Y | +40.0% | +11.7% | +28.3% | +57.4% |
| All | +40.0% | +8.1% | +31.9% | +57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling