+14,101.9%
MPWR vs IBN
+1,253.6%
+12,848.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.2% | +1.0% | +3.9% |
| 7D | -1.7% | +15.1% | -16.8% | -6.4% |
| 30D | -16.5% | +21.6% | -38.2% | -22.0% |
| 3M | -12.3% | +11.2% | -23.5% | -15.6% |
| 6M | -27.7% | +27.8% | -55.5% | -33.8% |
| YTD | +32.0% | +14.7% | +17.3% | +25.4% |
| 1Y | +25.1% | +14.4% | +10.7% | +18.8% |
| 3Y | +146.5% | +52.1% | +94.4% | +111.7% |
| 5Y | +126.0% | +70.7% | +55.3% | +88.8% |
| 10Y | +1,582.7% | +385.5% | +1,197.2% | +861.9% |
| All | +14,101.9% | +1,253.6% | +12,848.3% | +4,975.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling