+43.1%
MPWR vs HWM
+3.8%
+39.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +5.1% | +11.5% | +13.7% |
| 7D | +11.6% | +1.6% | +10.0% | +11.1% |
| 30D | +0.1% | -3.9% | +4.1% | +2.2% |
| 3M | -0.8% | -23.2% | +22.4% | +12.0% |
| 6M | -13.0% | -20.0% | +7.0% | -4.4% |
| YTD | +53.9% | +5.7% | +48.2% | +43.1% |
| All | +43.1% | +3.8% | +39.4% | +34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling