+149.0%
MPWR vs JHX
-27.7%
+176.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.4% |
| 7D | -2.3% | -4.9% | +2.6% | -0.2% |
| 30D | -15.4% | -9.3% | -6.1% | -11.9% |
| 3M | -19.4% | +28.1% | -47.4% | -28.3% |
| 6M | +12.7% | +35.2% | -22.5% | -2.8% |
| YTD | +31.3% | +35.9% | -4.5% | +12.8% |
| 1Y | +39.7% | +42.5% | -2.9% | +15.9% |
| 3Y | +142.2% | -4.5% | +146.7% | +107.8% |
| 5Y | +149.0% | -27.1% | +176.1% | +137.3% |
| All | +149.0% | -27.7% | +176.7% | +137.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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