+43.1%
MPWR vs IBB
+38.4%
+4.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.8% | +13.8% | +14.9% |
| 7D | +11.6% | +2.7% | +8.9% | +10.4% |
| 30D | +0.1% | +6.3% | -6.2% | -2.5% |
| 3M | -0.8% | +11.1% | -11.9% | -6.0% |
| 6M | -13.0% | +29.2% | -42.3% | -26.7% |
| YTD | +53.9% | +30.2% | +23.7% | +28.1% |
| All | +43.1% | +38.4% | +4.7% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling