+155.2%
MPWR vs HTZ
-85.9%
+241.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | -2.6% | +7.5% | -10.1% | -3.6% |
| 30D | -9.0% | +47.4% | -56.5% | -15.0% |
| 3M | -25.8% | -54.9% | +29.1% | -19.7% |
| 6M | +11.8% | -47.0% | +58.8% | +17.1% |
| YTD | +35.5% | -55.3% | +90.8% | +45.2% |
| 1Y | +45.3% | -57.6% | +103.0% | +53.8% |
| 3Y | +138.5% | -86.6% | +225.1% | +208.8% |
| All | +155.2% | -85.9% | +241.1% | +235.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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