+146.5%
MPWR vs HWM
+330.6%
-184.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.4% | +2.8% | +3.7% |
| 7D | -1.7% | +3.3% | -5.1% | -3.3% |
| 30D | -16.5% | -7.6% | -8.9% | -12.3% |
| 3M | -12.3% | -28.9% | +16.6% | +6.9% |
| 6M | -27.7% | -19.7% | -8.1% | -19.2% |
| YTD | +32.0% | +0.5% | +31.5% | +26.4% |
| 1Y | +25.1% | +0.3% | +24.8% | +19.9% |
| 3Y | +146.5% | +325.8% | -179.3% | +0.1% |
| All | +146.5% | +330.6% | -184.1% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling