+156.8%
MPWR vs IEF
-8.2%
+165.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.9% |
| 3M | -21.7% | -0.4% | -21.3% | -21.6% |
| 6M | +19.5% | -2.5% | +22.0% | +20.1% |
| YTD | +34.9% | -1.6% | +36.5% | +35.4% |
| 1Y | +42.0% | -1.3% | +43.3% | +42.4% |
| 3Y | +148.8% | +10.1% | +138.7% | +139.1% |
| 5Y | +156.8% | -8.3% | +165.1% | +127.8% |
| All | +156.8% | -8.2% | +165.0% | +127.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling