+253.8%
MPWR vs HTZ
-89.7%
+343.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +9.2% | -14.2% | -6.4% |
| 7D | +4.1% | +18.9% | -14.8% | +1.5% |
| 30D | -14.8% | +26.3% | -41.0% | -17.9% |
| 3M | -5.4% | +49.7% | -55.1% | -12.2% |
| 6M | -19.6% | -61.1% | +41.5% | -11.7% |
| YTD | +39.8% | -56.0% | +95.9% | +49.2% |
| 1Y | +32.5% | -66.4% | +99.0% | +46.4% |
| 3Y | +161.4% | -75.8% | +237.2% | +177.0% |
| 5Y | +144.5% | -93.1% | +237.6% | +220.4% |
| All | +253.8% | -89.7% | +343.5% | +372.8% |
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