+155.2%
MPWR vs JBHT
+58.3%
+96.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -0.9% |
| 7D | -2.6% | +4.9% | -7.5% | -5.5% |
| 30D | -9.0% | +0.6% | -9.6% | -9.6% |
| 3M | -25.8% | -3.2% | -22.6% | -25.0% |
| 6M | +11.8% | +17.0% | -5.2% | -0.4% |
| YTD | +35.5% | +41.7% | -6.1% | +6.4% |
| 1Y | +45.3% | +90.0% | -44.7% | -8.1% |
| 3Y | +138.5% | +47.0% | +91.5% | +73.7% |
| All | +155.2% | +58.3% | +96.9% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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