+1,788.2%
MPWR vs IJR
+151.4%
+1,636.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | +16.8% | +2.2% | +14.6% | +14.3% |
| 30D | +11.9% | +3.8% | +8.0% | +7.3% |
| 3M | +2.2% | -5.7% | +7.9% | +11.0% |
| 6M | -15.5% | +4.6% | -20.1% | -19.0% |
| YTD | +54.2% | +18.0% | +36.2% | +28.9% |
| 1Y | +51.5% | +21.8% | +29.7% | +21.7% |
| 3Y | +180.2% | +61.1% | +119.1% | +67.8% |
| 5Y | +156.8% | +27.3% | +129.4% | +109.3% |
| All | +1,788.2% | +151.4% | +1,636.9% | +647.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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