+146.5%
MPWR vs IWD
+78.7%
+67.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +6.0% |
| 7D | -1.7% | -0.5% | -1.3% | -0.9% |
| 30D | -16.5% | +2.7% | -19.2% | -21.4% |
| 3M | -12.3% | +0.9% | -13.2% | -14.5% |
| 6M | -27.7% | +10.5% | -38.3% | -42.3% |
| YTD | +32.0% | +23.7% | +8.3% | -16.1% |
| 1Y | +25.1% | +28.7% | -3.6% | -26.8% |
| 3Y | +146.5% | +79.7% | +66.8% | -25.7% |
| All | +146.5% | +78.7% | +67.8% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling