+1,786.5%
MPWR vs JD
+31.7%
+1,754.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -2.5% | +19.1% | +17.5% |
| 7D | +11.6% | +7.9% | +3.7% | +8.2% |
| 30D | +0.1% | +4.8% | -4.6% | -1.9% |
| 3M | -0.8% | -13.9% | +13.1% | +4.1% |
| 6M | -13.0% | -5.8% | -7.2% | -12.1% |
| YTD | +53.9% | +2.4% | +51.5% | +50.3% |
| 1Y | +45.8% | -7.5% | +53.4% | +47.8% |
| 3Y | +194.3% | +20.9% | +173.4% | +152.4% |
| 5Y | +160.1% | -58.0% | +218.2% | +205.8% |
| 10Y | +1,786.5% | +28.9% | +1,757.6% | +1,301.2% |
| All | +1,786.5% | +31.7% | +1,754.8% | +1,301.2% |
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