+14,101.9%
MPWR vs IVZ
+351.8%
+13,750.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | -1.7% | -2.4% | +0.7% | -0.5% |
| 30D | -16.5% | -11.2% | -5.3% | -11.5% |
| 3M | -12.3% | -14.0% | +1.7% | -5.7% |
| 6M | -27.7% | +0.5% | -28.2% | -28.2% |
| YTD | +32.0% | +5.4% | +26.6% | +27.3% |
| 1Y | +25.1% | +19.5% | +5.6% | +13.3% |
| 3Y | +146.5% | +128.7% | +17.8% | +62.8% |
| 5Y | +126.0% | +28.8% | +97.3% | +94.5% |
| 10Y | +1,582.7% | +52.3% | +1,530.4% | +1,092.9% |
| All | +14,101.9% | +351.8% | +13,750.0% | +6,445.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling