+1,650.0%
MPWR vs IVZ
+61.1%
+1,588.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.8% |
| 7D | -0.6% | +1.1% | -1.7% | -1.3% |
| 30D | -13.1% | +3.1% | -16.2% | -14.7% |
| 3M | -21.7% | +18.2% | -39.9% | -29.2% |
| 6M | +19.5% | +38.6% | -19.1% | -1.4% |
| YTD | +34.9% | +25.9% | +9.0% | +16.8% |
| 1Y | +42.0% | +51.7% | -9.7% | +10.3% |
| 3Y | +148.8% | +138.7% | +10.2% | +47.9% |
| 5Y | +156.8% | +62.8% | +94.0% | +82.6% |
| 10Y | +1,650.0% | +60.9% | +1,589.1% | +1,029.1% |
| All | +1,650.0% | +61.1% | +1,588.9% | +1,029.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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