+16,096.1%
MPWR vs IEF
+92.4%
+16,003.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -3.1% |
| 7D | +2.2% | -0.2% | +2.4% | +2.1% |
| 30D | -2.1% | +1.8% | -3.9% | 0.0% |
| 3M | -1.6% | -1.2% | -0.4% | -2.6% |
| 6M | -14.9% | -2.5% | -12.4% | -17.2% |
| YTD | +50.5% | -2.5% | +53.0% | +46.5% |
| 1Y | +40.0% | -2.3% | +42.3% | +36.5% |
| 3Y | +175.0% | +11.3% | +163.7% | +210.5% |
| 5Y | +162.0% | -7.6% | +169.5% | +121.3% |
| 10Y | +1,791.8% | +7.3% | +1,784.6% | +1,969.7% |
| All | +16,096.1% | +92.4% | +16,003.7% | +38,827.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling