+155.6%
MPWR vs IEFA
+51.0%
+104.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | +0.8% |
| 7D | -1.3% | -0.5% | -0.8% | -0.5% |
| 30D | -12.8% | -1.1% | -11.7% | -11.0% |
| 3M | -21.3% | +5.1% | -26.4% | -27.8% |
| 6M | +13.7% | +9.3% | +4.4% | -2.4% |
| YTD | +33.3% | +13.0% | +20.3% | +7.5% |
| 1Y | +41.3% | +19.2% | +22.1% | +3.8% |
| 3Y | +145.8% | +67.0% | +78.8% | +0.7% |
| 5Y | +155.6% | +51.1% | +104.5% | +29.0% |
| All | +155.6% | +51.0% | +104.6% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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