+212.8%
MPWR vs IOT
+69.6%
+143.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.9% | +7.0% | +8.4% |
| 7D | +17.3% | -1.3% | +18.6% | +18.0% |
| 30D | +12.1% | +1.5% | +10.6% | +11.5% |
| 3M | +5.6% | +4.8% | +0.9% | +3.0% |
| 6M | -10.7% | +45.3% | -56.0% | -23.2% |
| YTD | +64.0% | +19.2% | +44.8% | +44.9% |
| 1Y | +55.9% | +6.1% | +49.9% | +43.0% |
| 3Y | +199.5% | +76.0% | +123.5% | +117.6% |
| All | +212.8% | +69.6% | +143.1% | +86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling