+156.8%
MPWR vs ITOT
+73.9%
+83.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.8% |
| 7D | -0.6% | +0.7% | -1.3% | -2.1% |
| 30D | -13.1% | -1.1% | -12.0% | -11.0% |
| 3M | -21.7% | +3.9% | -25.6% | -27.4% |
| 6M | +19.5% | +14.7% | +4.8% | -9.1% |
| YTD | +34.9% | +13.3% | +21.6% | +5.8% |
| 1Y | +42.0% | +19.1% | +22.8% | +1.0% |
| 3Y | +148.8% | +77.3% | +71.5% | -13.5% |
| 5Y | +156.8% | +74.1% | +82.7% | -0.1% |
| All | +156.8% | +73.9% | +83.0% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling