+305.2%
IVV vs MPWR
+1,477.9%
-1,172.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -10.3% | +5.9% | -1.8% |
| 7D | -4.8% | -5.6% | +0.9% | -3.6% |
| 30D | -5.9% | -23.2% | +17.3% | +0.1% |
| 3M | -4.5% | -15.8% | +11.3% | -1.2% |
| 6M | +1.8% | -28.5% | +30.4% | +8.2% |
| YTD | +8.4% | +25.5% | -17.1% | -2.1% |
| 1Y | +9.4% | +13.9% | -4.5% | +1.3% |
| 3Y | +75.3% | +134.6% | -59.3% | +21.2% |
| 5Y | +67.8% | +114.8% | -47.1% | +10.4% |
| All | +305.2% | +1,477.9% | -1,172.7% | +30.0% |
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 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