+125.2%
MPWR vs IWD
+68.9%
+56.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.9% |
| 7D | -1.7% | -0.5% | -1.3% | -1.0% |
| 30D | -16.5% | +2.7% | -19.2% | -21.1% |
| 3M | -12.3% | +0.9% | -13.2% | -14.4% |
| 6M | -27.7% | +10.5% | -38.3% | -41.2% |
| YTD | +32.0% | +23.7% | +8.3% | -13.1% |
| 1Y | +25.1% | +28.7% | -3.6% | -23.9% |
| 3Y | +146.5% | +79.7% | +66.8% | -18.3% |
| All | +125.2% | +68.9% | +56.3% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling