+14,479.0%
MPWR vs JCI
+318.9%
+14,160.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | -0.3% |
| 7D | -2.6% | +3.8% | -6.4% | -4.7% |
| 30D | -9.0% | -5.7% | -3.4% | -5.9% |
| 3M | -25.8% | -1.4% | -24.4% | -24.8% |
| 6M | +11.8% | +4.1% | +7.6% | +10.6% |
| YTD | +35.5% | +21.7% | +13.8% | +22.5% |
| 1Y | +45.3% | +36.1% | +9.2% | +23.5% |
| 3Y | +138.5% | +154.4% | -16.0% | +45.8% |
| 5Y | +152.8% | +112.0% | +40.7% | +70.0% |
| 10Y | +1,616.6% | +322.2% | +1,294.4% | +690.2% |
| All | +14,479.0% | +318.9% | +14,160.2% | +3,884.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling