+159.7%
MPWR vs IBKR
+291.8%
-132.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -4.3% |
| YTD | +36.7% | +42.5% | -5.8% | +8.2% |
| 1Y | +47.9% | +44.9% | +3.1% | +15.6% |
| 3Y | +159.7% | +293.0% | -133.3% | +26.7% |
| All | +159.7% | +291.8% | -132.2% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling