+194.3%
MPWR vs JD
+18.5%
+175.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -2.5% | +19.1% | +17.3% |
| 7D | +11.6% | +7.9% | +3.7% | +8.9% |
| 30D | +0.1% | +4.8% | -4.6% | -1.5% |
| 3M | -0.8% | -13.9% | +13.1% | +3.1% |
| 6M | -13.0% | -5.8% | -7.2% | -12.2% |
| YTD | +53.9% | +2.4% | +51.5% | +51.2% |
| 1Y | +45.8% | -7.5% | +53.4% | +47.5% |
| 3Y | +194.3% | +20.9% | +173.4% | +190.3% |
| All | +194.3% | +18.5% | +175.7% | +190.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling