+155.2%
MPWR vs IAU
+141.6%
+13.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.3% |
| 7D | -2.6% | -0.5% | -2.1% | -2.3% |
| 30D | -9.0% | +4.4% | -13.5% | -11.0% |
| 3M | -25.8% | -1.1% | -24.8% | -25.4% |
| 6M | +11.8% | -13.7% | +25.5% | +18.8% |
| YTD | +35.5% | +2.7% | +32.8% | +33.7% |
| 1Y | +45.3% | +24.6% | +20.7% | +32.0% |
| 3Y | +138.5% | +126.8% | +11.6% | +65.5% |
| All | +155.2% | +141.6% | +13.5% | +54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling