+1,786.5%
MPWR vs JCI
+303.0%
+1,483.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.8% | +11.8% | +12.8% |
| 7D | +11.6% | -3.4% | +15.0% | +15.5% |
| 30D | +0.1% | -10.1% | +10.3% | +9.5% |
| 3M | -0.8% | -6.8% | +6.0% | +5.7% |
| 6M | -13.0% | +2.0% | -15.0% | -12.8% |
| YTD | +53.9% | +19.2% | +34.7% | +37.5% |
| 1Y | +45.8% | +16.7% | +29.1% | +32.5% |
| 3Y | +194.3% | +194.3% | -0.1% | +38.4% |
| 5Y | +160.1% | +103.0% | +57.1% | +55.4% |
| 10Y | +1,786.5% | +301.7% | +1,484.8% | +522.5% |
| All | +1,786.5% | +303.0% | +1,483.5% | +522.5% |
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