+1,921.6%
MPWR vs HWM
+1,554.5%
+367.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.3% | +6.7% | +7.8% |
| 7D | +17.3% | +5.0% | +12.3% | +15.2% |
| 30D | +12.1% | +1.5% | +10.6% | +11.6% |
| 3M | +5.6% | -20.3% | +25.9% | +16.9% |
| 6M | -10.7% | -18.0% | +7.3% | -2.7% |
| YTD | +64.0% | +9.5% | +54.5% | +55.3% |
| 1Y | +55.9% | +7.5% | +48.5% | +48.8% |
| 3Y | +199.5% | +355.7% | -156.2% | +48.9% |
| 5Y | +176.6% | +610.2% | -433.6% | +16.7% |
| 10Y | +1,921.6% | +1,516.8% | +404.9% | +504.1% |
| All | +1,921.6% | +1,554.5% | +367.1% | +504.1% |
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