+1,632.0%
MPWR vs JD
+21.4%
+1,610.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | +0.2% |
| 7D | -2.6% | -1.7% | -0.9% | -2.0% |
| 30D | -9.0% | -13.2% | +4.1% | -4.4% |
| 3M | -25.8% | -3.2% | -22.6% | -25.3% |
| 6M | +11.8% | +15.2% | -3.5% | +5.0% |
| YTD | +35.5% | +2.0% | +33.5% | +33.1% |
| 1Y | +45.3% | -5.4% | +50.7% | +46.5% |
| 3Y | +138.5% | -9.1% | +147.6% | +129.1% |
| 5Y | +152.8% | -59.6% | +212.4% | +201.4% |
| All | +1,632.0% | +21.4% | +1,610.6% | +1,200.1% |
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