+1,786.5%
MPWR vs HWM
+1,636.6%
+149.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +5.1% | +11.5% | +14.2% |
| 7D | +11.6% | +1.6% | +10.0% | +11.4% |
| 30D | +0.1% | -3.9% | +4.1% | +2.3% |
| 3M | -0.8% | -23.2% | +22.4% | +11.6% |
| 6M | -13.0% | -20.0% | +7.0% | -4.2% |
| YTD | +53.9% | +5.7% | +48.2% | +48.2% |
| 1Y | +45.8% | +4.9% | +41.0% | +40.8% |
| 3Y | +194.3% | +347.0% | -152.7% | +48.1% |
| 5Y | +160.1% | +563.0% | -402.9% | +13.3% |
| 10Y | +1,786.5% | +1,579.2% | +207.3% | +489.6% |
| All | +1,786.5% | +1,636.6% | +149.9% | +489.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 10y: compounded portfolio wealth divided by compounded HWM 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…
10y analysis · Full analysis span regression · 6 months rolling