+1,650.0%
MPWR vs IAU
+216.4%
+1,433.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.3% |
| 7D | -0.6% | +0.7% | -1.3% | -0.9% |
| 30D | -13.1% | +0.3% | -13.4% | -13.2% |
| 3M | -21.7% | +0.7% | -22.4% | -21.9% |
| 6M | +19.5% | -15.5% | +35.0% | +26.8% |
| YTD | +34.9% | +1.0% | +34.0% | +34.8% |
| 1Y | +42.0% | +19.6% | +22.4% | +34.2% |
| 3Y | +148.8% | +125.4% | +23.4% | +91.9% |
| 5Y | +156.8% | +140.7% | +16.1% | +91.3% |
| 10Y | +1,650.0% | +218.1% | +1,431.9% | +1,275.7% |
| All | +1,650.0% | +216.4% | +1,433.6% | +1,275.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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