+13,397.9%
MPWR vs IBB
+826.9%
+12,571.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -5.0% | -5.2% | -5.8% |
| 7D | -5.6% | -3.6% | -2.0% | -2.4% |
| 30D | -23.2% | +3.4% | -26.6% | -25.5% |
| 3M | -15.8% | +9.5% | -25.3% | -23.1% |
| 6M | -28.5% | +23.3% | -51.8% | -41.9% |
| YTD | +25.5% | +24.5% | +0.9% | +0.9% |
| 1Y | +13.9% | +32.9% | -19.0% | -13.9% |
| 3Y | +134.6% | +76.6% | +58.0% | +39.3% |
| 5Y | +114.8% | +35.5% | +79.3% | +65.8% |
| 10Y | +1,499.3% | +156.7% | +1,342.5% | +663.5% |
| All | +13,397.9% | +826.9% | +12,571.0% | +1,596.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling