+194.3%
MPWR vs HRB
+33.7%
+160.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -3.2% | +19.8% | +16.1% |
| 7D | +11.6% | -2.4% | +14.0% | +11.3% |
| 30D | +0.1% | +15.7% | -15.6% | +2.5% |
| 3M | -0.8% | +11.4% | -12.2% | +1.4% |
| 6M | -13.0% | +40.7% | -53.8% | -8.4% |
| YTD | +53.9% | +21.0% | +33.0% | +67.5% |
| 1Y | +45.8% | +7.2% | +38.6% | +61.2% |
| 3Y | +194.3% | +29.2% | +165.1% | +179.4% |
| All | +194.3% | +33.7% | +160.6% | +179.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling