+1,791.8%
MPWR vs IP
+24.7%
+1,767.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.7% |
| 7D | +2.2% | 0.0% | +2.2% | +2.5% |
| 30D | -2.1% | +9.4% | -11.4% | -6.2% |
| 3M | -1.6% | -14.1% | +12.5% | +5.1% |
| 6M | -14.9% | +9.2% | -24.1% | -20.7% |
| YTD | +50.5% | -7.5% | +58.1% | +49.0% |
| 1Y | +40.0% | -2.8% | +42.8% | +34.5% |
| 3Y | +175.0% | +21.2% | +153.7% | +118.5% |
| 5Y | +162.0% | -11.5% | +173.4% | +147.8% |
| 10Y | +1,791.8% | +23.7% | +1,768.2% | +1,337.9% |
| All | +1,791.8% | +24.7% | +1,767.1% | +1,337.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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