+16,489.1%
MPWR vs HUM
+2,110.6%
+14,378.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.4% | -5.4% | -4.3% |
| 7D | +16.8% | +3.7% | +13.1% | +15.6% |
| 30D | +11.9% | +5.5% | +6.3% | +10.3% |
| 3M | +2.2% | +17.1% | -14.9% | -2.2% |
| 6M | -15.5% | +48.3% | -63.8% | -24.4% |
| YTD | +54.2% | +77.4% | -23.2% | +29.2% |
| 1Y | +51.5% | +92.6% | -41.1% | +23.8% |
| 3Y | +180.2% | -6.1% | +186.3% | +165.6% |
| 5Y | +156.8% | +6.2% | +150.5% | +127.3% |
| 10Y | +1,801.1% | +153.6% | +1,647.5% | +1,185.9% |
| All | +16,489.1% | +2,110.6% | +14,378.5% | +7,023.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling