+10,102.1%
MPWR vs IBKR
+1,343.5%
+8,758.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | +0.5% |
| 7D | -0.6% | +0.6% | -1.3% | -1.0% |
| 30D | -13.1% | +3.7% | -16.7% | -14.9% |
| 3M | -21.7% | +4.2% | -26.0% | -23.7% |
| 6M | +19.5% | +36.6% | -17.1% | +1.6% |
| YTD | +34.9% | +41.9% | -7.0% | +12.2% |
| 1Y | +42.0% | +49.5% | -7.5% | +14.8% |
| 3Y | +148.8% | +291.3% | -142.5% | +23.8% |
| 5Y | +156.8% | +492.7% | -335.9% | +3.4% |
| 10Y | +1,650.0% | +994.0% | +656.0% | +422.3% |
| All | +10,102.1% | +1,343.5% | +8,758.7% | +2,192.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling