+32.5%
MPWR vs IOT
+8.2%
+24.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.1% | -9.2% | -4.5% |
| 7D | +4.1% | -0.5% | +4.6% | +4.1% |
| 30D | -14.8% | +1.0% | -15.8% | -14.6% |
| 3M | -5.4% | +10.9% | -16.3% | -3.4% |
| 6M | -19.6% | +39.9% | -59.5% | -14.5% |
| YTD | +39.8% | +20.8% | +19.1% | +52.8% |
| 1Y | +32.5% | +10.6% | +22.0% | +45.7% |
| All | +32.5% | +8.2% | +24.4% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 1y: compounded portfolio wealth divided by compounded IOT 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…
1y analysis · Full analysis span regression · 6 months rolling