+149.9%
MPWR vs JBL
+188.2%
-38.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | -0.2% |
| 7D | -2.6% | +3.0% | -5.6% | -4.6% |
| 30D | -9.0% | -8.3% | -0.8% | -3.9% |
| 3M | -25.8% | -16.9% | -8.9% | -15.8% |
| 6M | +11.8% | +21.8% | -10.0% | -1.9% |
| YTD | +35.5% | +36.3% | -0.8% | +10.0% |
| 1Y | +45.3% | +49.5% | -4.2% | +9.9% |
| All | +149.9% | +188.2% | -38.3% | +26.9% |
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