+1,921.6%
MPWR vs IQV
+252.5%
+1,669.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.2% | +9.1% | +9.1% |
| 7D | +17.3% | +4.1% | +13.2% | +14.7% |
| 30D | +12.1% | +4.7% | +7.4% | +8.8% |
| 3M | +5.6% | +12.6% | -7.0% | -2.6% |
| 6M | -10.7% | +58.2% | -68.9% | -36.6% |
| YTD | +64.0% | +21.8% | +42.2% | +34.3% |
| 1Y | +55.9% | +25.6% | +30.3% | +24.7% |
| 3Y | +199.5% | +40.1% | +159.4% | +110.5% |
| 5Y | +176.6% | +8.7% | +167.9% | +134.5% |
| 10Y | +1,921.6% | +255.9% | +1,665.7% | +732.3% |
| All | +1,921.6% | +252.5% | +1,669.2% | +732.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling