+180.2%
MPWR vs INVH
-4.3%
+184.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.1% |
| 7D | +16.8% | -0.9% | +17.7% | +17.1% |
| 30D | +11.9% | +1.2% | +10.7% | +11.2% |
| 3M | +2.2% | -10.4% | +12.6% | +5.3% |
| 6M | -15.5% | -3.6% | -11.9% | -16.3% |
| YTD | +54.2% | -0.1% | +54.3% | +50.0% |
| 1Y | +51.5% | -0.7% | +52.1% | +47.7% |
| 3Y | +180.2% | -4.6% | +184.8% | +178.9% |
| All | +180.2% | -4.3% | +184.5% | +178.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling