+1,650.0%
MPWR vs IWF
+409.9%
+1,240.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | +0.1% |
| 7D | -0.6% | +1.5% | -2.1% | -3.1% |
| 30D | -13.1% | -1.3% | -11.8% | -11.2% |
| 3M | -21.7% | +0.1% | -21.9% | -21.5% |
| 6M | +19.5% | +10.3% | +9.2% | +2.7% |
| YTD | +34.9% | +4.2% | +30.8% | +27.4% |
| 1Y | +42.0% | +9.3% | +32.7% | +24.7% |
| 3Y | +148.8% | +79.3% | +69.5% | +6.9% |
| 5Y | +156.8% | +73.8% | +83.0% | +23.5% |
| 10Y | +1,650.0% | +410.9% | +1,239.1% | +71.6% |
| All | +1,650.0% | +409.9% | +1,240.1% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 10y: compounded portfolio wealth divided by compounded IWF 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…
10y analysis · Full analysis span regression · 6 months rolling