+1,865.4%
MPWR vs JCI
+300.9%
+1,564.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.0% |
| 7D | +27.9% | +8.4% | +19.5% | +20.6% |
| 30D | +9.7% | -8.9% | +18.6% | +18.8% |
| 3M | +1.7% | -6.4% | +8.2% | +8.3% |
| 6M | -9.2% | +1.6% | -10.9% | -8.7% |
| YTD | +60.5% | +20.1% | +40.4% | +42.7% |
| 1Y | +52.0% | +17.2% | +34.8% | +37.7% |
| 3Y | +193.1% | +190.7% | +2.4% | +38.5% |
| 5Y | +167.3% | +99.9% | +67.4% | +60.7% |
| All | +1,865.4% | +300.9% | +1,564.5% | +538.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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