+1,399.2%
MPWR vs INVH
+75.4%
+1,323.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.1% |
| 7D | +0.9% | -3.0% | +3.9% | +2.8% |
| 30D | -13.4% | -7.5% | -5.9% | -9.3% |
| 3M | -22.2% | -5.5% | -16.7% | -20.5% |
| 6M | +15.7% | +11.7% | +4.0% | +5.2% |
| YTD | +36.7% | +1.3% | +35.3% | +31.6% |
| 1Y | +47.9% | -6.1% | +54.0% | +49.3% |
| 3Y | +159.7% | -9.8% | +169.5% | +166.1% |
| 5Y | +159.1% | -19.7% | +178.8% | +184.7% |
| All | +1,399.2% | +75.4% | +1,323.8% | +962.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded INVH 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling