+217.4%
MPWR vs HTZ
-91.9%
+309.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -20.8% | +10.5% | -7.3% |
| 7D | -5.6% | -7.7% | +2.1% | -4.6% |
| 30D | -23.2% | -13.1% | -10.1% | -21.9% |
| 3M | -15.8% | +14.7% | -30.5% | -18.8% |
| 6M | -28.5% | -70.6% | +42.1% | -18.3% |
| YTD | +25.5% | -65.2% | +90.6% | +38.4% |
| 1Y | +13.9% | -73.2% | +87.1% | +29.9% |
| 3Y | +134.6% | -80.8% | +215.4% | +156.8% |
| 5Y | +114.8% | -94.8% | +209.6% | +191.2% |
| All | +217.4% | -91.9% | +309.3% | +338.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling