+354.8%
IGV vs MPWR
+1,847.3%
-1,492.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +16.6% | -14.0% | -3.0% |
| 7D | -0.4% | +11.6% | -12.0% | -4.7% |
| 30D | -9.9% | +0.1% | -10.1% | -10.9% |
| 3M | -1.2% | -0.8% | -0.4% | -2.8% |
| 6M | +11.3% | -13.0% | +24.4% | +11.5% |
| YTD | -4.0% | +53.9% | -57.9% | -24.4% |
| 1Y | -7.3% | +45.8% | -53.1% | -25.6% |
| 3Y | +42.8% | +194.3% | -151.5% | -24.3% |
| 5Y | +13.7% | +160.1% | -146.5% | -41.6% |
| 10Y | +354.8% | +1,786.5% | -1,431.7% | -16.4% |
| All | +354.8% | +1,847.3% | -1,492.5% | -16.4% |
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