+42.0%
MPWR vs IVZ
+51.7%
-9.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.6% |
| 7D | -0.6% | +1.1% | -1.7% | -1.2% |
| 30D | -13.1% | +3.1% | -16.2% | -14.4% |
| 3M | -21.7% | +18.2% | -39.9% | -28.4% |
| 6M | +19.5% | +38.6% | -19.1% | +0.2% |
| YTD | +34.9% | +25.9% | +9.0% | +16.4% |
| 1Y | +42.0% | +51.7% | -9.7% | +13.0% |
| All | +42.0% | +51.7% | -9.7% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling