+42.0%
MPWR vs JCI
+38.2%
+3.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -1.5% |
| 7D | -0.6% | +5.1% | -5.7% | -5.7% |
| 30D | -13.1% | -3.8% | -9.2% | -9.5% |
| 3M | -21.7% | +1.9% | -23.6% | -23.1% |
| 6M | +19.5% | +11.2% | +8.3% | +9.4% |
| YTD | +34.9% | +22.9% | +12.0% | +14.9% |
| 1Y | +42.0% | +37.4% | +4.6% | +6.5% |
| All | +42.0% | +38.2% | +3.8% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling