+146.5%
MPWR vs JCI
+174.6%
-28.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +2.6% |
| 7D | -1.7% | -9.4% | +7.6% | +8.4% |
| 30D | -16.5% | -13.4% | -3.1% | -4.0% |
| 3M | -12.3% | -12.4% | +0.1% | -0.1% |
| 6M | -27.7% | -5.1% | -22.6% | -23.1% |
| YTD | +32.0% | +13.7% | +18.3% | +19.1% |
| 1Y | +25.1% | +11.4% | +13.7% | +15.2% |
| 3Y | +146.5% | +175.9% | -29.4% | +12.0% |
| All | +146.5% | +174.6% | -28.1% | +12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling