+150.5%
MPWR vs IOT
+54.4%
+96.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.3% |
| 7D | -2.3% | -0.8% | -1.5% | -2.1% |
| 30D | -15.4% | -4.7% | -10.7% | -14.6% |
| 3M | -19.4% | +17.8% | -37.1% | -24.7% |
| 6M | +12.7% | +16.8% | -4.1% | +3.0% |
| YTD | +31.3% | +8.4% | +22.9% | +20.1% |
| 1Y | +39.7% | -0.8% | +40.5% | +31.0% |
| 3Y | +142.2% | +25.7% | +116.4% | +97.0% |
| All | +150.5% | +54.4% | +96.1% | +54.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling