+45.3%
MPWR vs IOT
+14.9%
+30.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +1.1% |
| 7D | -2.6% | -2.3% | -0.2% | -2.7% |
| 30D | -9.0% | +3.8% | -12.8% | -8.8% |
| 3M | -25.8% | +14.2% | -40.0% | -24.7% |
| 6M | +11.8% | +40.1% | -28.4% | +12.7% |
| YTD | +35.5% | +13.4% | +22.1% | +42.1% |
| 1Y | +45.3% | +12.2% | +33.1% | +54.2% |
| All | +45.3% | +14.9% | +30.5% | +54.2% |
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