+156.3%
MPWR vs IJR
+54.3%
+102.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.7% |
| 7D | -0.6% | +0.9% | -1.5% | -2.0% |
| 30D | -13.1% | -3.1% | -9.9% | -8.7% |
| 3M | -21.7% | +4.4% | -26.1% | -26.6% |
| 6M | +19.5% | +16.1% | +3.4% | -3.4% |
| YTD | +34.9% | +20.6% | +14.3% | +3.5% |
| 1Y | +42.0% | +22.9% | +19.1% | +6.2% |
| All | +156.3% | +54.3% | +102.1% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling