+1,607.5%
MPWR vs IQV
+236.7%
+1,370.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.3% | -5.3% | +3.0% | +1.0% |
| 30D | -15.4% | +5.5% | -20.9% | -18.4% |
| 3M | -19.4% | +41.2% | -60.6% | -37.5% |
| 6M | +12.7% | +50.5% | -37.8% | -18.5% |
| YTD | +31.3% | +14.1% | +17.2% | +12.5% |
| 1Y | +39.7% | +39.9% | -0.3% | +2.3% |
| 3Y | +142.2% | +20.5% | +121.7% | +89.9% |
| 5Y | +149.0% | -1.2% | +150.2% | +125.2% |
| All | +1,607.5% | +236.7% | +1,370.8% | +636.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IQV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling