+1,786.5%
MPWR vs IOVA
+28.7%
+1,757.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +1.6% | +15.0% | +16.4% |
| 7D | +11.6% | +1.9% | +9.7% | +11.5% |
| 30D | +0.1% | -44.1% | +44.2% | +7.6% |
| 3M | -0.8% | +28.9% | -29.7% | -7.3% |
| 6M | -13.0% | +125.7% | -138.7% | -27.6% |
| YTD | +53.9% | +199.3% | -145.4% | +19.1% |
| 1Y | +45.8% | +255.2% | -209.4% | +8.7% |
| 3Y | +194.3% | +106.8% | +87.4% | +106.1% |
| 5Y | +160.1% | -67.1% | +227.2% | +124.7% |
| 10Y | +1,786.5% | +16.7% | +1,769.8% | +1,167.7% |
| All | +1,786.5% | +28.7% | +1,757.8% | +1,167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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