+1,791.8%
MPWR vs IAU
+208.6%
+1,583.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.1% |
| 7D | +2.2% | +2.8% | -0.6% | +1.0% |
| 30D | -2.1% | -4.0% | +1.9% | -0.3% |
| 3M | -1.6% | -8.2% | +6.6% | +2.1% |
| 6M | -14.9% | -14.8% | -0.2% | -9.2% |
| YTD | +50.5% | -6.7% | +57.2% | +55.5% |
| 1Y | +40.0% | -2.2% | +42.2% | +42.2% |
| 3Y | +175.0% | +106.7% | +68.2% | +118.9% |
| 5Y | +162.0% | +114.8% | +47.1% | +102.2% |
| 10Y | +1,791.8% | +213.0% | +1,578.9% | +1,436.4% |
| All | +1,791.8% | +208.6% | +1,583.2% | +1,436.4% |
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