+42.0%
MPWR vs IWF
+9.4%
+32.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -21.1% |
| 6M | +19.5% | +10.3% | +9.2% | +2.1% |
| YTD | +34.9% | +4.2% | +30.8% | +26.9% |
| 1Y | +42.0% | +9.3% | +32.7% | +25.3% |
| All | +42.0% | +9.4% | +32.6% | +25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling