+1,542.6%
MPWR vs IBB
+156.3%
+1,386.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +3.4% |
| 7D | -1.7% | -1.8% | +0.1% | +0.3% |
| 30D | -16.5% | +5.1% | -21.6% | -20.9% |
| 3M | -12.3% | +10.7% | -23.0% | -22.4% |
| 6M | -27.7% | +22.9% | -50.6% | -43.6% |
| YTD | +32.0% | +26.7% | +5.3% | -0.9% |
| 1Y | +25.1% | +35.1% | -10.0% | -13.0% |
| 3Y | +146.5% | +80.2% | +66.3% | +25.1% |
| 5Y | +126.0% | +37.8% | +88.2% | +56.7% |
| All | +1,542.6% | +156.3% | +1,386.3% | +640.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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