+14,479.0%
MPWR vs IVZ
+451.8%
+14,027.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | -2.6% | +0.6% | -3.2% | -2.9% |
| 30D | -9.0% | +4.0% | -13.0% | -10.9% |
| 3M | -25.8% | +18.2% | -44.0% | -31.9% |
| 6M | +11.8% | +32.8% | -21.1% | -3.3% |
| YTD | +35.5% | +28.7% | +6.8% | +18.5% |
| 1Y | +45.3% | +55.4% | -10.1% | +15.8% |
| 3Y | +138.5% | +135.2% | +3.2% | +54.7% |
| 5Y | +152.8% | +64.2% | +88.6% | +92.4% |
| 10Y | +1,616.6% | +64.6% | +1,552.0% | +1,062.9% |
| All | +14,479.0% | +451.8% | +14,027.3% | +5,995.3% |
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