+357.1%
IGV vs MPWR
+1,725.0%
-1,367.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.4% |
| 7D | -2.3% | +2.2% | -4.5% | -3.6% |
| 30D | -11.0% | -2.1% | -8.9% | -11.2% |
| 3M | -4.5% | -1.6% | -2.9% | -5.8% |
| 6M | +10.1% | -14.9% | +25.0% | +11.1% |
| YTD | -5.1% | +50.5% | -55.6% | -24.7% |
| 1Y | -10.2% | +40.0% | -50.2% | -26.9% |
| 3Y | +37.7% | +175.0% | -137.2% | -24.9% |
| 5Y | +15.7% | +162.0% | -146.3% | -40.9% |
| 10Y | +357.1% | +1,791.8% | -1,434.7% | -16.0% |
| All | +357.1% | +1,725.0% | -1,367.9% | -16.0% |
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