+147.3%
MPWR vs HRB
+38.9%
+108.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +0.4% |
| 7D | -2.6% | -5.7% | +3.1% | -3.2% |
| 30D | -9.0% | +7.9% | -16.9% | -8.2% |
| 3M | -25.8% | +32.1% | -58.0% | -23.3% |
| 6M | +11.8% | +62.2% | -50.5% | +15.8% |
| YTD | +35.5% | +16.4% | +19.1% | +45.1% |
| 1Y | +45.3% | -0.3% | +45.6% | +58.9% |
| All | +147.3% | +38.9% | +108.4% | +126.5% |
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