+148.8%
MPWR vs IEF
+9.9%
+139.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -13.1% | -0.7% | -12.3% | -13.0% |
| 3M | -21.7% | -0.4% | -21.3% | -21.7% |
| 6M | +19.5% | -2.5% | +22.0% | +19.5% |
| YTD | +34.9% | -1.6% | +36.5% | +35.0% |
| 1Y | +42.0% | -1.3% | +43.3% | +42.1% |
| 3Y | +148.8% | +10.1% | +138.7% | +128.8% |
| All | +148.8% | +9.9% | +139.0% | +128.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling