+343.0%
IGV vs MPWR
+1,560.2%
-1,217.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.3% | -1.9% |
| 7D | -5.2% | -1.7% | -3.4% | -5.0% |
| 30D | -10.0% | -16.5% | +6.5% | -4.9% |
| 3M | -0.5% | -12.3% | +11.7% | +2.4% |
| 6M | +12.6% | -27.7% | +40.4% | +20.5% |
| YTD | -6.4% | +32.0% | -38.4% | -22.1% |
| 1Y | -9.5% | +25.1% | -34.6% | -23.2% |
| 3Y | +41.7% | +146.5% | -104.8% | -19.8% |
| 5Y | +12.7% | +126.0% | -113.4% | -39.2% |
| All | +343.0% | +1,560.2% | -1,217.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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