+357.9%
IGV vs MPWR
+1,632.4%
-1,274.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -3.3% | -0.6% | -2.7% | -3.1% |
| 30D | 0.0% | -13.1% | +13.0% | +4.6% |
| 3M | +7.3% | -21.7% | +29.1% | +14.4% |
| 6M | +16.7% | +19.5% | -2.8% | +3.7% |
| YTD | -2.8% | +34.9% | -37.8% | -18.7% |
| 1Y | -6.7% | +42.0% | -48.6% | -24.2% |
| 3Y | +41.1% | +148.8% | -107.7% | -19.7% |
| 5Y | +22.0% | +156.8% | -134.8% | -37.2% |
| 10Y | +357.9% | +1,650.0% | -1,292.1% | -14.7% |
| All | +357.9% | +1,632.4% | -1,274.4% | -14.7% |
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