+18.4%
IWM vs MPWR
+47.3%
-28.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | +0.4% |
| 7D | +1.4% | +16.8% | -15.4% | -1.8% |
| 30D | +2.3% | +11.9% | -9.6% | -0.5% |
| 3M | -8.3% | +2.2% | -10.5% | -9.4% |
| 6M | -1.3% | -15.5% | +14.2% | +0.7% |
| YTD | +13.5% | +54.2% | -40.7% | -3.7% |
| 1Y | +18.4% | +51.5% | -33.1% | +0.9% |
| All | +18.4% | +47.3% | -28.9% | +0.9% |
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 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