+309.6%
IVV vs MPWR
+1,847.3%
-1,537.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +16.6% | -14.2% | -1.8% |
| 7D | +0.1% | +11.6% | -11.5% | -3.2% |
| 30D | -3.3% | +0.1% | -3.4% | -4.1% |
| 3M | -2.4% | -0.8% | -1.6% | -3.4% |
| 6M | +2.6% | -13.0% | +15.6% | +3.4% |
| YTD | +11.3% | +53.9% | -42.6% | -4.9% |
| 1Y | +13.4% | +45.8% | -32.4% | -1.7% |
| 3Y | +80.3% | +194.3% | -114.0% | +17.2% |
| 5Y | +72.7% | +160.1% | -87.4% | +8.1% |
| 10Y | +309.6% | +1,786.5% | -1,476.9% | +24.9% |
| All | +309.6% | +1,847.3% | -1,537.7% | +24.9% |
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