+18,726.5%
MPWR vs IAU
+875.8%
+17,850.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.0% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | -9.0% | +4.4% | -13.5% | -9.8% |
| 3M | -25.8% | -1.1% | -24.8% | -25.6% |
| 6M | +11.8% | -13.7% | +25.5% | +14.7% |
| YTD | +35.5% | +2.7% | +32.8% | +35.2% |
| 1Y | +45.3% | +24.6% | +20.7% | +40.9% |
| 3Y | +138.5% | +126.8% | +11.6% | +112.4% |
| 5Y | +152.8% | +139.5% | +13.3% | +122.8% |
| 10Y | +1,616.6% | +226.3% | +1,390.3% | +1,381.3% |
| All | +18,726.5% | +875.8% | +17,850.7% | +11,011.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling