+125.2%
MPWR vs THC
+274.4%
-149.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.1% | +6.3% | +5.6% |
| 7D | -1.7% | +3.7% | -5.4% | -3.2% |
| 30D | -16.5% | +9.0% | -25.6% | -19.2% |
| 3M | -12.3% | +10.4% | -22.7% | -15.6% |
| 6M | -27.7% | +45.7% | -73.4% | -38.1% |
| YTD | +32.0% | +42.6% | -10.6% | +12.8% |
| 1Y | +25.1% | +38.8% | -13.7% | +7.6% |
| 3Y | +146.5% | +418.8% | -272.3% | +18.4% |
| All | +125.2% | +274.4% | -149.2% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling