+194.3%
MPWR vs THC
+428.0%
-233.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.0% | +14.6% | +16.2% |
| 7D | +11.6% | +7.5% | +4.1% | +9.7% |
| 30D | +0.1% | +9.6% | -9.4% | -2.1% |
| 3M | -0.8% | +10.3% | -11.1% | -3.3% |
| 6M | -13.0% | +51.8% | -64.8% | -23.1% |
| YTD | +53.9% | +45.4% | +8.5% | +36.9% |
| 1Y | +45.8% | +40.8% | +5.0% | +30.7% |
| 3Y | +194.3% | +448.8% | -254.6% | +60.3% |
| All | +194.3% | +428.0% | -233.7% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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