+155.6%
MPWR vs JOBY
-32.4%
+188.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +4.9% | +0.4% |
| 7D | -1.3% | -5.9% | +4.6% | +0.2% |
| 30D | -12.8% | -27.1% | +14.3% | -5.7% |
| 3M | -21.3% | -30.7% | +9.4% | -13.9% |
| 6M | +13.7% | -36.1% | +49.8% | +25.9% |
| YTD | +33.3% | -51.4% | +84.6% | +56.0% |
| 1Y | +41.3% | -52.2% | +93.5% | +62.7% |
| 3Y | +145.8% | -12.1% | +157.8% | +114.5% |
| 5Y | +155.6% | -31.1% | +186.8% | +90.4% |
| All | +155.6% | -32.4% | +188.1% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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