+1,791.8%
MPWR vs IEF
+6.9%
+1,784.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.7% |
| 7D | +2.2% | -0.2% | +2.4% | +2.1% |
| 30D | -2.1% | +1.8% | -3.9% | -1.1% |
| 3M | -1.6% | -1.2% | -0.4% | -2.0% |
| 6M | -14.9% | -2.5% | -12.4% | -16.0% |
| YTD | +50.5% | -2.5% | +53.0% | +48.6% |
| 1Y | +40.0% | -2.3% | +42.3% | +38.3% |
| 3Y | +175.0% | +11.3% | +163.7% | +193.4% |
| 5Y | +162.0% | -7.6% | +169.5% | +104.9% |
| 10Y | +1,791.8% | +7.3% | +1,784.6% | +1,997.2% |
| All | +1,791.8% | +6.9% | +1,784.9% | +1,997.2% |
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