+155.2%
MPWR vs IBN
+61.6%
+93.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.3% |
| 7D | -2.6% | +1.4% | -4.0% | -3.5% |
| 30D | -9.0% | -0.3% | -8.7% | -8.9% |
| 3M | -25.8% | +17.1% | -42.9% | -33.7% |
| 6M | +11.8% | +3.4% | +8.4% | +8.5% |
| YTD | +35.5% | +2.5% | +33.0% | +32.0% |
| 1Y | +45.3% | -4.2% | +49.5% | +46.7% |
| 3Y | +138.5% | +32.4% | +106.1% | +83.3% |
| All | +155.2% | +61.6% | +93.6% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling