+1,379.8%
MPWR vs INVH
+79.7%
+1,300.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -0.6% | -3.1% | +2.5% | +1.3% |
| 30D | -13.1% | -7.1% | -6.0% | -9.2% |
| 3M | -21.7% | -3.0% | -18.8% | -21.4% |
| 6M | +19.5% | +10.1% | +9.4% | +9.8% |
| YTD | +34.9% | +3.8% | +31.1% | +27.9% |
| 1Y | +42.0% | -2.1% | +44.1% | +39.5% |
| 3Y | +148.8% | -7.0% | +155.8% | +150.1% |
| 5Y | +156.8% | -20.6% | +177.4% | +184.5% |
| All | +1,379.8% | +79.7% | +1,300.1% | +933.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling