+1,650.0%
MPWR vs IBN
+312.4%
+1,337.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.6% |
| 7D | -0.6% | -2.2% | +1.6% | +0.3% |
| 30D | -13.1% | -2.3% | -10.8% | -12.2% |
| 3M | -21.7% | +15.9% | -37.6% | -26.7% |
| 6M | +19.5% | +5.6% | +13.9% | +16.4% |
| YTD | +34.9% | -0.1% | +35.0% | +34.4% |
| 1Y | +42.0% | -6.5% | +48.5% | +44.7% |
| 3Y | +148.8% | +29.3% | +119.5% | +119.8% |
| 5Y | +156.8% | +56.6% | +100.2% | +111.5% |
| 10Y | +1,650.0% | +314.4% | +1,335.6% | +977.6% |
| All | +1,650.0% | +312.4% | +1,337.6% | +977.6% |
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