+180.2%
MPWR vs ITOT
+77.6%
+102.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.0% |
| 7D | +16.8% | +2.5% | +14.3% | +11.0% |
| 30D | +11.9% | -1.7% | +13.6% | +17.8% |
| 3M | +2.2% | -3.4% | +5.6% | +12.7% |
| 6M | -15.5% | +2.1% | -17.6% | -17.4% |
| YTD | +54.2% | +11.5% | +42.7% | +23.7% |
| 1Y | +51.5% | +13.6% | +37.8% | +16.4% |
| 3Y | +180.2% | +77.2% | +103.0% | -20.1% |
| All | +180.2% | +77.6% | +102.6% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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