+191.7%
MPWR vs JBL
+104.6%
+87.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.4% |
| 7D | +27.9% | +10.0% | +17.9% | +20.0% |
| 30D | +9.7% | -18.2% | +27.9% | +27.2% |
| 3M | +1.7% | -29.0% | +30.7% | +29.5% |
| 6M | -9.2% | -25.9% | +16.6% | +12.2% |
| YTD | +60.5% | +14.1% | +46.4% | +46.1% |
| 1Y | +52.0% | +21.7% | +30.4% | +31.7% |
| All | +191.7% | +104.6% | +87.1% | +68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling