+17,540.7%
MPWR vs IEF
+92.9%
+17,447.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.1% | +9.0% | +8.8% |
| 7D | +17.3% | -0.8% | +18.0% | +16.3% |
| 30D | +12.1% | +2.0% | +10.1% | +14.7% |
| 3M | +5.6% | -1.1% | +6.7% | +4.7% |
| 6M | -10.7% | -1.9% | -8.8% | -12.5% |
| YTD | +64.0% | -2.2% | +66.2% | +60.0% |
| 1Y | +55.9% | -2.3% | +58.3% | +51.9% |
| 3Y | +199.5% | +11.6% | +187.9% | +239.1% |
| 5Y | +176.6% | -7.1% | +183.6% | +135.4% |
| 10Y | +1,921.6% | +7.8% | +1,913.8% | +2,124.3% |
| All | +17,540.7% | +92.9% | +17,447.8% | +42,416.7% |
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