+23.5%
IGV vs MPWR
+153.3%
-129.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.5% |
| 7D | -4.5% | -2.6% | -1.9% | -3.8% |
| 30D | +3.2% | -9.0% | +12.3% | +5.7% |
| 3M | +4.5% | -25.8% | +30.4% | +11.8% |
| 6M | +22.1% | +11.8% | +10.4% | +12.7% |
| YTD | -1.0% | +35.5% | -36.5% | -15.1% |
| 1Y | -2.1% | +45.3% | -47.4% | -18.7% |
| 3Y | +44.6% | +138.5% | -93.9% | -10.4% |
| All | +23.5% | +153.3% | -129.8% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling