+158.8%
MPWR vs JEPI
+41.1%
+117.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +1.1% |
| 7D | -0.6% | -0.2% | -0.4% | -0.1% |
| 30D | -13.1% | -0.6% | -12.5% | -11.9% |
| 3M | -21.7% | +4.8% | -26.5% | -30.8% |
| 6M | +19.5% | +2.1% | +17.4% | +13.4% |
| YTD | +34.9% | +4.8% | +30.1% | +20.2% |
| 1Y | +42.0% | +8.4% | +33.5% | +16.6% |
| 3Y | +148.8% | +30.8% | +118.0% | +37.6% |
| All | +158.8% | +41.1% | +117.7% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling