+14,479.0%
MPWR vs IYR
+284.5%
+14,194.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.3% |
| 7D | -2.6% | -1.2% | -1.3% | -1.8% |
| 30D | -9.0% | -2.9% | -6.2% | -7.4% |
| 3M | -25.8% | +0.8% | -26.7% | -27.1% |
| 6M | +11.8% | +1.9% | +9.9% | +9.4% |
| YTD | +35.5% | +9.6% | +25.9% | +26.1% |
| 1Y | +45.3% | +8.1% | +37.2% | +36.3% |
| 3Y | +138.5% | +29.2% | +109.3% | +100.9% |
| 5Y | +152.8% | +4.3% | +148.5% | +149.7% |
| 10Y | +1,616.6% | +64.7% | +1,551.9% | +1,197.0% |
| All | +14,479.0% | +284.5% | +14,194.6% | +6,462.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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