+1,679.2%
MPWR vs JBL
+1,455.1%
+224.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -1.3% | +4.0% | -5.3% | -4.1% |
| 30D | -12.8% | -7.5% | -5.4% | -8.2% |
| 3M | -21.3% | -14.1% | -7.2% | -12.7% |
| 6M | +13.7% | +25.9% | -12.1% | -4.0% |
| YTD | +33.3% | +36.7% | -3.4% | +5.5% |
| 1Y | +41.3% | +49.0% | -7.7% | +4.1% |
| 3Y | +145.8% | +191.8% | -46.0% | +5.5% |
| 5Y | +155.6% | +409.8% | -254.1% | -26.0% |
| 10Y | +1,679.2% | +1,509.2% | +170.0% | +165.6% |
| All | +1,679.2% | +1,455.1% | +224.1% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling