+1,185.8%
IGV vs MPWR
+14,560.0%
-13,374.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -10.3% | +5.9% | -1.4% |
| 7D | -8.3% | -5.6% | -2.7% | -7.0% |
| 30D | -10.9% | -23.2% | +12.3% | -4.4% |
| 3M | -2.3% | -15.8% | +13.5% | +1.4% |
| 6M | +12.2% | -28.5% | +40.7% | +19.3% |
| YTD | -6.3% | +25.5% | -31.8% | -17.5% |
| 1Y | -11.4% | +13.9% | -25.3% | -19.8% |
| 3Y | +41.5% | +134.6% | -93.0% | -5.5% |
| 5Y | +12.8% | +114.8% | -102.0% | -26.3% |
| 10Y | +354.7% | +1,499.3% | -1,144.6% | +64.5% |
| All | +1,185.8% | +14,560.0% | -13,374.2% | +187.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling