+3,206.0%
MPWR vs JD
+50.3%
+3,155.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +3.3% | -13.6% | -11.4% |
| 7D | -5.6% | +11.7% | -17.4% | -9.2% |
| 30D | -23.2% | +8.1% | -31.3% | -25.4% |
| 3M | -15.8% | -12.0% | -3.8% | -12.5% |
| 6M | -28.5% | -3.5% | -25.0% | -28.3% |
| YTD | +25.5% | +3.3% | +22.1% | +22.6% |
| 1Y | +13.9% | -7.4% | +21.3% | +15.4% |
| 3Y | +134.6% | +16.6% | +118.0% | +107.6% |
| 5Y | +114.8% | -57.9% | +172.7% | +147.9% |
| 10Y | +1,499.3% | +32.6% | +1,466.7% | +1,142.2% |
| All | +3,206.0% | +50.3% | +3,155.7% | +2,343.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling