+6,176.6%
MPWR vs IQV
+528.8%
+5,647.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.4% |
| 7D | +2.2% | +4.8% | -2.6% | -0.3% |
| 30D | -2.1% | +5.9% | -7.9% | -5.4% |
| 3M | -1.6% | +13.7% | -15.3% | -9.3% |
| 6M | -14.9% | +54.0% | -68.9% | -37.5% |
| YTD | +50.5% | +22.1% | +28.5% | +24.4% |
| 1Y | +40.0% | +29.1% | +10.8% | +11.1% |
| 3Y | +175.0% | +40.4% | +134.6% | +98.3% |
| 5Y | +162.0% | +9.1% | +152.8% | +124.2% |
| 10Y | +1,791.8% | +251.2% | +1,540.6% | +745.7% |
| All | +6,176.6% | +528.8% | +5,647.8% | +2,286.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling