+14.8%
IVV vs MPWR
+31.4%
-16.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.1% | +6.7% | +2.3% |
| 7D | -0.7% | +4.1% | -4.8% | -1.4% |
| 30D | -1.0% | -14.8% | +13.7% | +1.0% |
| 3M | -0.3% | -5.4% | +5.1% | 0.0% |
| 6M | +7.4% | -19.6% | +27.0% | +9.5% |
| YTD | +13.4% | +39.8% | -26.5% | +1.9% |
| 1Y | +14.8% | +32.5% | -17.7% | +4.4% |
| All | +14.8% | +31.4% | -16.6% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling