+14,479.0%
MPWR vs IJH
+710.9%
+13,768.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | -9.0% | -1.5% | -7.5% | -7.2% |
| 3M | -25.8% | +0.8% | -26.6% | -25.9% |
| 6M | +11.8% | +7.6% | +4.2% | +4.0% |
| YTD | +35.5% | +15.5% | +20.0% | +16.0% |
| 1Y | +45.3% | +16.9% | +28.4% | +23.0% |
| 3Y | +138.5% | +48.1% | +90.4% | +61.2% |
| 5Y | +152.8% | +47.8% | +104.9% | +81.6% |
| 10Y | +1,616.6% | +178.6% | +1,438.0% | +528.7% |
| All | +14,479.0% | +710.9% | +13,768.1% | +1,824.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling