+47.9%
MPWR vs IJR
+21.9%
+26.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.5% | +3.5% | +3.2% |
| 7D | +0.9% | -2.2% | +3.0% | +4.8% |
| 30D | -13.4% | -4.6% | -8.8% | -6.0% |
| 3M | -22.2% | +0.2% | -22.5% | -22.8% |
| 6M | +15.7% | +14.7% | +0.9% | -7.3% |
| YTD | +36.7% | +18.9% | +17.8% | +4.2% |
| 1Y | +47.9% | +19.9% | +28.0% | +11.6% |
| All | +47.9% | +21.9% | +26.0% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling