+158.5%
MPWR vs IOT
+61.4%
+97.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.2% |
| 7D | -2.6% | -2.3% | -0.2% | -2.0% |
| 30D | -9.0% | +3.8% | -12.8% | -10.4% |
| 3M | -25.8% | +14.2% | -40.0% | -30.0% |
| 6M | +11.8% | +40.1% | -28.4% | -5.0% |
| YTD | +35.5% | +13.4% | +22.1% | +22.4% |
| 1Y | +45.3% | +12.2% | +33.1% | +29.9% |
| 3Y | +138.5% | +30.0% | +108.5% | +92.3% |
| All | +158.5% | +61.4% | +97.0% | +57.5% |
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