+1,632.7%
MPWR vs IWD
+197.9%
+1,434.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.9% |
| 7D | -2.6% | -0.3% | -2.3% | -2.2% |
| 30D | -9.0% | +0.6% | -9.6% | -10.1% |
| 3M | -25.8% | +7.2% | -33.1% | -33.5% |
| 6M | +11.8% | +16.2% | -4.5% | -10.6% |
| YTD | +35.5% | +23.3% | +12.2% | -0.6% |
| 1Y | +45.3% | +29.6% | +15.7% | -0.7% |
| 3Y | +138.5% | +70.5% | +68.0% | +13.7% |
| 5Y | +152.8% | +73.5% | +79.3% | +23.4% |
| All | +1,632.7% | +197.9% | +1,434.8% | +342.7% |
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