+14,479.0%
MPWR vs HUM
+1,868.4%
+12,610.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.2% |
| 7D | -2.6% | +4.2% | -6.7% | -3.6% |
| 30D | -9.0% | +10.4% | -19.4% | -11.4% |
| 3M | -25.8% | +15.1% | -40.9% | -28.7% |
| 6M | +11.8% | +120.9% | -109.2% | -10.1% |
| YTD | +35.5% | +57.9% | -22.4% | +17.3% |
| 1Y | +45.3% | +30.6% | +14.8% | +31.2% |
| 3Y | +138.5% | -9.6% | +148.1% | +127.0% |
| 5Y | +152.8% | +1.6% | +151.2% | +125.9% |
| 10Y | +1,616.6% | +146.4% | +1,470.1% | +1,071.1% |
| All | +14,479.0% | +1,868.4% | +12,610.7% | +6,369.4% |
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