+134.3%
MPWR vs IBB
+75.6%
+58.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -5.0% | -5.2% | -5.6% |
| 7D | -5.6% | -3.6% | -2.0% | -2.2% |
| 30D | -23.2% | +3.4% | -26.6% | -25.5% |
| 3M | -15.8% | +9.5% | -25.3% | -23.7% |
| 6M | -28.5% | +23.3% | -51.8% | -43.7% |
| YTD | +25.5% | +24.5% | +0.9% | -2.8% |
| 1Y | +13.9% | +32.9% | -19.0% | -18.7% |
| All | +134.3% | +75.6% | +58.7% | +21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling