+125.2%
MPWR vs IBB
+37.5%
+87.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +3.3% |
| 7D | -1.7% | -1.8% | +0.1% | +0.4% |
| 30D | -16.5% | +5.1% | -21.6% | -21.0% |
| 3M | -12.3% | +10.7% | -23.0% | -22.9% |
| 6M | -27.7% | +22.9% | -50.6% | -44.7% |
| YTD | +32.0% | +26.7% | +5.3% | -3.3% |
| 1Y | +25.1% | +35.1% | -10.0% | -15.9% |
| 3Y | +146.5% | +80.2% | +66.3% | +13.7% |
| All | +125.2% | +37.5% | +87.7% | +46.7% |
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