+1,786.5%
MPWR vs IAG
+326.7%
+1,459.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +5.8% | +10.8% | +15.8% |
| 7D | +11.6% | +24.0% | -12.4% | +8.4% |
| 30D | +0.1% | +5.5% | -5.4% | -0.6% |
| 3M | -0.8% | +8.3% | -9.1% | -2.0% |
| 6M | -13.0% | +6.1% | -19.1% | -14.1% |
| YTD | +53.9% | +20.3% | +33.6% | +48.6% |
| 1Y | +45.8% | +56.5% | -10.6% | +36.3% |
| 3Y | +194.3% | +762.6% | -568.4% | +123.1% |
| 5Y | +160.1% | +546.3% | -386.1% | +92.8% |
| 10Y | +1,786.5% | +356.1% | +1,430.4% | +1,301.0% |
| All | +1,786.5% | +326.7% | +1,459.8% | +1,301.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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