+149.0%
MPWR vs IBKR
+480.3%
-331.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -0.9% |
| 7D | -2.3% | -3.8% | +1.5% | +0.1% |
| 30D | -15.4% | -0.3% | -15.1% | -15.5% |
| 3M | -19.4% | +4.8% | -24.1% | -22.3% |
| 6M | +12.7% | +30.8% | -18.1% | -5.8% |
| YTD | +31.3% | +39.5% | -8.1% | +4.7% |
| 1Y | +39.7% | +43.7% | -4.0% | +8.9% |
| 3Y | +142.2% | +284.7% | -142.5% | -1.1% |
| 5Y | +149.0% | +484.9% | -335.9% | -25.6% |
| All | +149.0% | +480.3% | -331.3% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling