+167.3%
MPWR vs IOVA
-66.8%
+234.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.7% | +3.6% | -1.4% |
| 7D | +27.9% | -1.4% | +29.3% | +28.2% |
| 30D | +9.7% | -47.4% | +57.1% | +17.5% |
| 3M | +1.7% | +13.2% | -11.5% | -2.4% |
| 6M | -9.2% | +114.3% | -123.6% | -22.1% |
| YTD | +60.5% | +179.5% | -119.0% | +29.5% |
| 1Y | +52.0% | +200.4% | -148.3% | +20.7% |
| 3Y | +193.1% | +92.2% | +100.9% | +116.2% |
| 5Y | +167.3% | -63.8% | +231.1% | +135.2% |
| All | +167.3% | -66.8% | +234.1% | +135.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling