+8,563.8%
MPWR vs IOVA
-92.3%
+8,656.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.9% | +1.3% | +5.1% |
| 7D | -1.7% | -5.2% | +3.4% | -1.5% |
| 30D | -16.5% | -37.8% | +21.3% | -15.2% |
| 3M | -12.3% | +29.5% | -41.7% | -13.8% |
| 6M | -27.7% | +96.6% | -124.3% | -30.6% |
| YTD | +32.0% | +194.5% | -162.5% | +23.9% |
| 1Y | +25.1% | +248.1% | -223.0% | +16.4% |
| 3Y | +146.5% | +86.1% | +60.4% | +129.1% |
| 5Y | +126.0% | -67.8% | +193.9% | +117.7% |
| 10Y | +1,582.7% | +38.6% | +1,544.1% | +1,464.4% |
| All | +8,563.8% | -92.3% | +8,656.1% | +7,448.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling