+14,479.0%
MPWR vs IJR
+640.5%
+13,838.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.4% |
| 7D | -2.6% | -0.2% | -2.4% | -2.4% |
| 30D | -9.0% | -2.4% | -6.6% | -6.5% |
| 3M | -25.8% | +3.9% | -29.8% | -28.6% |
| 6M | +11.8% | +12.4% | -0.6% | -0.5% |
| YTD | +35.5% | +21.5% | +14.0% | +11.0% |
| 1Y | +45.3% | +24.0% | +21.3% | +16.9% |
| 3Y | +138.5% | +49.7% | +88.8% | +62.8% |
| 5Y | +152.8% | +39.7% | +113.1% | +95.0% |
| 10Y | +1,616.6% | +169.0% | +1,447.6% | +576.0% |
| All | +14,479.0% | +640.5% | +13,838.5% | +2,315.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling