+1,679.2%
MPWR vs IEF
+4.6%
+1,674.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.4% |
| 7D | -1.3% | -0.3% | -1.0% | -1.4% |
| 30D | -12.8% | -0.6% | -12.3% | -13.1% |
| 3M | -21.3% | -1.0% | -20.3% | -21.7% |
| 6M | +13.7% | -3.1% | +16.8% | +11.6% |
| YTD | +33.3% | -1.9% | +35.2% | +31.8% |
| 1Y | +41.3% | -1.4% | +42.7% | +40.3% |
| 3Y | +145.8% | +9.8% | +136.0% | +158.2% |
| 5Y | +155.6% | -8.8% | +164.5% | +93.6% |
| 10Y | +1,679.2% | +4.7% | +1,674.5% | +1,767.3% |
| All | +1,679.2% | +4.6% | +1,674.7% | +1,767.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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