+155.6%
MPWR vs JBLU
-70.1%
+225.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.3% |
| 7D | -1.3% | -5.6% | +4.3% | +0.4% |
| 30D | -12.8% | -22.3% | +9.5% | -6.3% |
| 3M | -21.3% | -11.0% | -10.3% | -19.8% |
| 6M | +13.7% | -3.1% | +16.8% | +10.9% |
| YTD | +33.3% | -3.7% | +37.0% | +28.7% |
| 1Y | +41.3% | -14.8% | +56.1% | +40.7% |
| 3Y | +145.8% | -15.4% | +161.2% | +98.0% |
| 5Y | +155.6% | -71.4% | +227.0% | +237.8% |
| All | +155.6% | -70.1% | +225.8% | +237.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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