+155.2%
MPWR vs IAG
+764.1%
-608.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.2% |
| 7D | -2.6% | -0.5% | -2.0% | -2.5% |
| 30D | -9.0% | +28.9% | -37.9% | -12.9% |
| 3M | -25.8% | +19.1% | -45.0% | -28.2% |
| 6M | +11.8% | -10.3% | +22.0% | +12.1% |
| YTD | +35.5% | +24.2% | +11.3% | +29.0% |
| 1Y | +45.3% | +116.5% | -71.2% | +27.5% |
| 3Y | +138.5% | +742.8% | -604.3% | +70.0% |
| All | +155.2% | +764.1% | -608.9% | +68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling