+43.1%
MPWR vs IAU
+1.0%
+42.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +1.8% | +14.8% | +15.5% |
| 7D | +11.6% | +4.9% | +6.7% | +8.2% |
| 30D | +0.1% | -1.4% | +1.5% | +1.1% |
| 3M | -0.8% | -4.8% | +4.0% | +2.4% |
| 6M | -13.0% | -12.5% | -0.6% | -6.4% |
| YTD | +53.9% | -4.2% | +58.1% | +61.0% |
| All | +43.1% | +1.0% | +42.1% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling