+175.0%
MPWR vs IQV
+42.6%
+132.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.7% |
| 7D | +2.2% | +4.8% | -2.6% | +0.7% |
| 30D | -2.1% | +5.9% | -7.9% | -4.0% |
| 3M | -1.6% | +13.7% | -15.3% | -6.1% |
| 6M | -14.9% | +54.0% | -68.9% | -29.7% |
| YTD | +50.5% | +22.1% | +28.5% | +38.3% |
| 1Y | +40.0% | +29.1% | +10.8% | +24.0% |
| 3Y | +175.0% | +40.4% | +134.6% | +115.7% |
| All | +175.0% | +42.6% | +132.3% | +115.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling