+37.7%
IGV vs MPWR
+182.2%
-144.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.7% |
| 7D | -2.3% | +2.2% | -4.5% | -2.9% |
| 30D | -11.0% | -2.1% | -8.9% | -11.0% |
| 3M | -4.5% | -1.6% | -2.9% | -5.0% |
| 6M | +10.1% | -14.9% | +25.0% | +11.2% |
| YTD | -5.1% | +50.5% | -55.6% | -17.5% |
| 1Y | -10.2% | +40.0% | -50.2% | -20.6% |
| 3Y | +37.7% | +175.0% | -137.2% | -5.7% |
| All | +37.7% | +182.2% | -144.5% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling