+198.0%
MPWR vs IOVA
+107.4%
+90.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.9% |
| 7D | +17.3% | -7.0% | +24.3% | +18.3% |
| 30D | +12.1% | -44.4% | +56.5% | +18.1% |
| 3M | +5.6% | +24.7% | -19.0% | +1.0% |
| 6M | -10.7% | +118.6% | -129.4% | -21.6% |
| YTD | +64.0% | +196.3% | -132.4% | +35.5% |
| 1Y | +55.9% | +205.3% | -149.4% | +27.7% |
| All | +198.0% | +107.4% | +90.5% | +131.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling