+14,479.0%
MPWR vs IBB
+835.4%
+13,643.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.6% |
| 7D | -2.6% | +1.4% | -4.0% | -3.9% |
| 30D | -9.0% | +10.5% | -19.5% | -17.5% |
| 3M | -25.8% | +23.6% | -49.5% | -39.6% |
| 6M | +11.8% | +22.6% | -10.9% | -8.5% |
| YTD | +35.5% | +25.7% | +9.8% | +8.3% |
| 1Y | +45.3% | +51.4% | -6.1% | -2.3% |
| 3Y | +138.5% | +64.4% | +74.1% | +51.5% |
| 5Y | +152.8% | +22.1% | +130.6% | +113.0% |
| 10Y | +1,616.6% | +132.5% | +1,484.1% | +780.3% |
| All | +14,479.0% | +835.4% | +13,643.7% | +1,721.1% |
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