+13,397.9%
MPWR vs IWD
+555.0%
+12,842.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.6% | -7.7% | -7.0% |
| 7D | -5.6% | -0.9% | -4.7% | -4.6% |
| 30D | -23.2% | +2.6% | -25.9% | -25.8% |
| 3M | -15.8% | +1.2% | -17.0% | -17.3% |
| 6M | -28.5% | +12.1% | -40.7% | -37.9% |
| YTD | +25.5% | +24.1% | +1.3% | -2.9% |
| 1Y | +13.9% | +28.5% | -14.6% | -15.4% |
| 3Y | +134.6% | +79.5% | +55.1% | +21.4% |
| 5Y | +114.8% | +70.3% | +44.5% | +24.7% |
| 10Y | +1,499.3% | +212.5% | +1,286.8% | +391.5% |
| All | +13,397.9% | +555.0% | +12,842.9% | +1,958.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling