+1,865.4%
MPWR vs IWD
+202.4%
+1,663.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.5% |
| 7D | +27.9% | +1.7% | +26.2% | +25.1% |
| 30D | +9.7% | +3.2% | +6.5% | +4.7% |
| 3M | +1.7% | +2.3% | -0.6% | -1.8% |
| 6M | -9.2% | +12.9% | -22.2% | -24.6% |
| YTD | +60.5% | +26.2% | +34.3% | +13.8% |
| 1Y | +52.0% | +28.3% | +23.8% | +5.3% |
| 3Y | +193.1% | +84.4% | +108.8% | +23.9% |
| 5Y | +167.3% | +73.0% | +94.3% | +30.2% |
| All | +1,865.4% | +202.4% | +1,663.1% | +382.3% |
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