+25.1%
MPWR vs IOVA
+255.8%
-230.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.9% | +1.3% | +5.0% |
| 7D | -1.7% | -5.2% | +3.4% | -1.4% |
| 30D | -16.5% | -37.8% | +21.3% | -15.1% |
| 3M | -12.3% | +29.5% | -41.7% | -13.0% |
| 6M | -27.7% | +96.6% | -124.3% | -29.7% |
| YTD | +32.0% | +194.5% | -162.5% | +25.9% |
| 1Y | +25.1% | +248.1% | -223.0% | +19.9% |
| All | +25.1% | +255.8% | -230.7% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling