+1,791.8%
MPWR vs JD
+26.7%
+1,765.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -1.9% | -2.1% |
| 7D | +2.2% | +5.2% | -3.0% | 0.0% |
| 30D | -2.1% | +4.5% | -6.6% | -4.0% |
| 3M | -1.6% | -15.4% | +13.9% | +4.0% |
| 6M | -14.9% | -6.0% | -8.9% | -13.9% |
| YTD | +50.5% | +2.2% | +48.4% | +47.1% |
| 1Y | +40.0% | -6.7% | +46.6% | +41.4% |
| 3Y | +175.0% | +20.5% | +154.4% | +136.1% |
| 5Y | +162.0% | -58.4% | +220.4% | +209.2% |
| 10Y | +1,791.8% | +32.5% | +1,759.4% | +1,322.7% |
| All | +1,791.8% | +26.7% | +1,765.1% | +1,322.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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