+136.7%
MPWR vs IWD
+70.7%
+66.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +2.3% |
| 7D | -2.6% | -0.3% | -2.3% | -2.1% |
| 30D | -9.0% | +0.6% | -9.6% | -10.5% |
| 3M | -25.8% | +7.2% | -33.1% | -36.7% |
| 6M | +11.8% | +16.2% | -4.5% | -19.1% |
| YTD | +35.5% | +23.3% | +12.2% | -13.0% |
| 1Y | +45.3% | +29.6% | +15.7% | -15.7% |
| All | +136.7% | +70.7% | +66.1% | -26.8% |
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