+156.2%
MPWR vs IBB
+39.3%
+116.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.4% |
| 7D | +16.8% | -0.5% | +17.3% | +18.0% |
| 30D | +11.9% | +4.6% | +7.3% | +7.0% |
| 3M | +2.2% | +6.8% | -4.6% | -6.0% |
| 6M | -15.5% | +23.1% | -38.6% | -35.2% |
| YTD | +54.2% | +26.0% | +28.2% | +14.1% |
| 1Y | +51.5% | +30.4% | +21.1% | +7.1% |
| 3Y | +180.2% | +85.4% | +94.8% | +24.9% |
| All | +156.2% | +39.3% | +116.9% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling