+1,786.5%
MPWR vs IWD
+212.1%
+1,574.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.0% | +14.6% | +13.5% |
| 7D | +11.6% | +1.3% | +10.3% | +9.7% |
| 30D | +0.1% | +3.6% | -3.5% | -5.0% |
| 3M | -0.8% | +2.3% | -3.1% | -4.3% |
| 6M | -13.0% | +13.0% | -26.1% | -27.9% |
| YTD | +53.9% | +26.2% | +27.7% | +9.2% |
| 1Y | +45.8% | +30.5% | +15.4% | -1.6% |
| 3Y | +194.3% | +86.2% | +108.0% | +22.8% |
| 5Y | +160.1% | +72.9% | +87.3% | +26.9% |
| 10Y | +1,786.5% | +205.0% | +1,581.5% | +390.2% |
| All | +1,786.5% | +212.1% | +1,574.4% | +390.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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