+155.2%
MPWR vs IP
-17.2%
+172.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | 0.0% |
| 7D | -2.6% | -5.3% | +2.7% | -0.6% |
| 30D | -9.0% | -10.9% | +1.8% | -5.1% |
| 3M | -25.8% | +11.2% | -37.0% | -30.4% |
| 6M | +11.8% | -10.2% | +22.0% | +14.1% |
| YTD | +35.5% | -2.0% | +37.5% | +31.7% |
| 1Y | +45.3% | -19.1% | +64.4% | +53.5% |
| 3Y | +138.5% | +20.9% | +117.6% | +93.9% |
| All | +155.2% | -17.2% | +172.4% | +135.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling