+3,378.4%
MPWR vs JD
+52.8%
+3,325.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.7% |
| 7D | -1.7% | +13.4% | -15.1% | -5.9% |
| 30D | -16.5% | +7.7% | -24.2% | -18.7% |
| 3M | -12.3% | -11.3% | -1.0% | -9.1% |
| 6M | -27.7% | -5.1% | -22.6% | -27.0% |
| YTD | +32.0% | +5.0% | +27.0% | +28.3% |
| 1Y | +25.1% | -5.6% | +30.7% | +26.0% |
| 3Y | +146.5% | +17.8% | +128.7% | +117.5% |
| 5Y | +126.0% | -57.2% | +183.2% | +159.5% |
| 10Y | +1,582.7% | +34.8% | +1,547.9% | +1,200.2% |
| All | +3,378.4% | +52.8% | +3,325.6% | +2,457.5% |
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