+18,239.4%
MPWR vs IAU
+793.8%
+17,445.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.8% | +6.0% | +5.4% |
| 7D | -1.7% | +4.7% | -6.5% | -2.8% |
| 30D | -16.5% | -0.9% | -15.6% | -16.4% |
| 3M | -12.3% | -4.4% | -7.9% | -11.5% |
| 6M | -27.7% | -13.5% | -14.2% | -25.6% |
| YTD | +32.0% | -5.9% | +37.9% | +34.1% |
| 1Y | +25.1% | +1.9% | +23.2% | +25.5% |
| 3Y | +146.5% | +104.1% | +42.4% | +124.0% |
| 5Y | +126.0% | +121.0% | +5.0% | +102.7% |
| 10Y | +1,582.7% | +204.1% | +1,378.6% | +1,376.0% |
| All | +18,239.4% | +793.8% | +17,445.7% | +10,916.9% |
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 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