+1,788.2%
MPWR vs IBN
+385.6%
+1,402.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.1% |
| 7D | +16.8% | +1.9% | +14.9% | +16.0% |
| 30D | +11.9% | +22.1% | -10.2% | +2.4% |
| 3M | +2.2% | +17.1% | -14.9% | -4.8% |
| 6M | -15.5% | +35.5% | -51.0% | -26.4% |
| YTD | +54.2% | +16.8% | +37.4% | +43.2% |
| 1Y | +51.5% | +12.4% | +39.1% | +42.8% |
| 3Y | +180.2% | +58.0% | +122.2% | +125.8% |
| 5Y | +156.8% | +73.7% | +83.0% | +99.9% |
| All | +1,788.2% | +385.6% | +1,402.7% | +960.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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