+1,677.2%
MPWR vs IBKR
+1,011.6%
+665.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.2% | +1.9% | +2.8% |
| 7D | +0.9% | -1.3% | +2.2% | +1.7% |
| 30D | -13.4% | -0.2% | -13.1% | -13.5% |
| 3M | -22.2% | +3.0% | -25.2% | -24.2% |
| 6M | +15.7% | +33.9% | -18.2% | -3.9% |
| YTD | +36.7% | +42.5% | -5.8% | +8.8% |
| 1Y | +47.9% | +44.9% | +3.1% | +16.3% |
| 3Y | +159.7% | +293.0% | -133.3% | +9.5% |
| 5Y | +159.1% | +497.7% | -338.5% | -17.5% |
| All | +1,677.2% | +1,011.6% | +665.5% | +356.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 10y: compounded portfolio wealth divided by compounded IBKR 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…
10y analysis · Full analysis span regression · 6 months rolling