+306.5%
IVV vs MPWR
+1,560.2%
-1,253.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.2% | -4.9% | -1.0% |
| 7D | -2.7% | -1.7% | -1.0% | -2.5% |
| 30D | -5.4% | -16.5% | +11.1% | -1.4% |
| 3M | -4.1% | -12.3% | +8.2% | -1.8% |
| 6M | +0.7% | -27.7% | +28.5% | +6.7% |
| YTD | +8.7% | +32.0% | -23.3% | -3.1% |
| 1Y | +11.0% | +25.1% | -14.1% | +0.2% |
| 3Y | +75.4% | +146.5% | -71.1% | +19.7% |
| 5Y | +68.3% | +126.0% | -57.7% | +9.4% |
| All | +306.5% | +1,560.2% | -1,253.7% | +28.7% |
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 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