+17,540.7%
MPWR vs IAG
+170.5%
+17,370.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.4% | +11.3% | +9.2% |
| 7D | +17.3% | +3.4% | +13.8% | +16.9% |
| 30D | +12.1% | -2.7% | +14.8% | +12.3% |
| 3M | +5.6% | -0.5% | +6.1% | +5.5% |
| 6M | -10.7% | -4.8% | -5.9% | -10.6% |
| YTD | +64.0% | +9.6% | +54.4% | +60.6% |
| 1Y | +55.9% | +32.2% | +23.7% | +49.5% |
| 3Y | +199.5% | +692.5% | -493.1% | +131.9% |
| 5Y | +176.6% | +447.6% | -271.0% | +113.9% |
| 10Y | +1,921.6% | +403.3% | +1,518.3% | +1,376.1% |
| All | +17,540.7% | +170.5% | +17,370.2% | +10,359.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling