+149.0%
JPM vs MPWR
+182.2%
-33.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.3% |
| 7D | +1.2% | +2.2% | -1.0% | +0.7% |
| 30D | +2.7% | -2.1% | +4.8% | +2.6% |
| 3M | -4.5% | -1.6% | -2.9% | -4.9% |
| 6M | +14.3% | -14.9% | +29.2% | +14.9% |
| YTD | +8.2% | +50.5% | -42.3% | -0.4% |
| 1Y | +10.0% | +40.0% | -30.0% | +2.3% |
| 3Y | +149.0% | +175.0% | -26.0% | +104.7% |
| All | +149.0% | +182.2% | -33.2% | +104.7% |
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