+153.1%
JPM vs MPWR
+182.0%
-29.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +4.9% | +1.4% |
| 7D | +3.5% | +16.8% | -13.3% | +1.5% |
| 30D | +3.3% | +11.9% | -8.6% | +1.5% |
| 3M | -4.2% | +2.2% | -6.4% | -5.1% |
| 6M | +16.4% | -15.5% | +31.9% | +17.2% |
| YTD | +9.5% | +54.2% | -44.7% | +0.5% |
| 1Y | +14.0% | +51.5% | -37.4% | +4.8% |
| 3Y | +153.1% | +180.2% | -27.1% | +107.9% |
| All | +153.1% | +182.0% | -29.0% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 3y: compounded portfolio wealth divided by compounded MPWR 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…
3y analysis · Full analysis span regression · 6 months rolling