+156.8%
MPWR vs IVZ
+63.4%
+93.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +1.0% |
| 7D | -0.6% | +1.1% | -1.7% | -1.4% |
| 30D | -13.1% | +3.1% | -16.2% | -15.0% |
| 3M | -21.7% | +18.2% | -39.9% | -30.9% |
| 6M | +19.5% | +38.6% | -19.1% | -6.0% |
| YTD | +34.9% | +25.9% | +9.0% | +12.4% |
| 1Y | +42.0% | +51.7% | -9.7% | +3.1% |
| 3Y | +148.8% | +138.7% | +10.2% | +24.8% |
| 5Y | +156.8% | +62.8% | +94.0% | +57.4% |
| All | +156.8% | +63.4% | +93.4% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling