+155.2%
MPWR vs IWD
+73.6%
+81.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +2.2% |
| 7D | -2.6% | -0.3% | -2.3% | -2.1% |
| 30D | -9.0% | +0.6% | -9.6% | -10.4% |
| 3M | -25.8% | +7.2% | -33.1% | -35.7% |
| 6M | +11.8% | +16.2% | -4.5% | -16.6% |
| YTD | +35.5% | +23.3% | +12.2% | -9.6% |
| 1Y | +45.3% | +29.6% | +15.7% | -11.6% |
| 3Y | +138.5% | +70.5% | +68.0% | -10.8% |
| All | +155.2% | +73.6% | +81.6% | -1.3% |
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 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