+1,788.2%
MPWR vs IJH
+171.8%
+1,616.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.7% |
| 7D | +16.8% | +2.3% | +14.5% | +13.7% |
| 30D | +11.9% | +2.1% | +9.8% | +9.7% |
| 3M | +2.2% | -5.7% | +7.9% | +13.0% |
| 6M | -15.5% | +1.4% | -16.9% | -15.0% |
| YTD | +54.2% | +12.6% | +41.5% | +35.1% |
| 1Y | +51.5% | +16.1% | +35.3% | +27.0% |
| 3Y | +180.2% | +57.8% | +122.4% | +63.7% |
| 5Y | +156.8% | +36.8% | +120.0% | +91.2% |
| All | +1,788.2% | +171.8% | +1,616.5% | +515.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 10y: compounded portfolio wealth divided by compounded IJH 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…
10y analysis · Full analysis span regression · 6 months rolling