+173.6%
MPWR vs JEPI
+35.2%
+138.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.5% |
| 7D | +2.2% | +0.6% | +1.6% | +1.2% |
| 30D | -2.1% | +1.6% | -3.6% | -5.6% |
| 3M | -1.6% | +1.3% | -2.9% | -4.4% |
| 6M | -14.9% | +6.5% | -21.4% | -28.3% |
| YTD | +50.5% | +6.9% | +43.6% | +26.4% |
| 1Y | +40.0% | +9.4% | +30.6% | +10.4% |
| All | +173.6% | +35.2% | +138.4% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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