+302.5%
MPWR vs JOBY
-38.2%
+340.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.3% |
| 7D | -2.6% | -3.4% | +0.9% | -1.8% |
| 30D | -9.0% | -13.6% | +4.6% | -6.0% |
| 3M | -25.8% | -39.5% | +13.7% | -16.6% |
| 6M | +11.8% | -31.9% | +43.6% | +21.2% |
| YTD | +35.5% | -48.9% | +84.4% | +55.4% |
| 1Y | +45.3% | -48.5% | +93.9% | +63.2% |
| 3Y | +138.5% | -8.0% | +146.5% | +109.5% |
| 5Y | +152.8% | -33.7% | +186.4% | +98.6% |
| All | +302.5% | -38.2% | +340.7% | +204.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling