+45.3%
MPWR vs HUM
+31.0%
+14.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +0.9% |
| 7D | -2.6% | +4.2% | -6.7% | -2.8% |
| 30D | -9.0% | +10.4% | -19.4% | -9.5% |
| 3M | -25.8% | +15.1% | -40.9% | -26.2% |
| 6M | +11.8% | +120.9% | -109.2% | +5.8% |
| YTD | +35.5% | +57.9% | -22.4% | +30.3% |
| 1Y | +45.3% | +30.6% | +14.8% | +43.8% |
| All | +45.3% | +31.0% | +14.3% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling