+57.6%
MPWR vs IOT
+5.1%
+52.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -2.4% |
| 7D | +27.9% | +0.6% | +27.4% | +27.9% |
| 30D | +9.7% | +0.1% | +9.6% | +9.7% |
| 3M | +1.7% | +5.0% | -3.3% | +3.0% |
| 6M | -9.2% | +47.0% | -56.3% | -3.0% |
| YTD | +60.5% | +16.6% | +43.9% | +74.3% |
| All | +57.6% | +5.1% | +52.6% | +74.3% |
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