+125.2%
MPWR vs IAG
+515.1%
-389.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +7.2% | -2.0% | +4.0% |
| 7D | -1.7% | +21.4% | -23.2% | -5.1% |
| 30D | -16.5% | +4.0% | -20.6% | -17.2% |
| 3M | -12.3% | +17.0% | -29.3% | -14.8% |
| 6M | -27.7% | +1.4% | -29.1% | -28.5% |
| YTD | +32.0% | +13.8% | +18.2% | +27.2% |
| 1Y | +25.1% | +55.8% | -30.7% | +14.9% |
| 3Y | +146.5% | +647.4% | -500.9% | +77.8% |
| All | +125.2% | +515.1% | -389.9% | +46.7% |
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