+155.2%
MPWR vs DAL
+106.7%
+48.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.2% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | -9.0% | -13.9% | +4.9% | -1.0% |
| 3M | -25.8% | +1.1% | -26.9% | -27.2% |
| 6M | +11.8% | +26.2% | -14.5% | -4.6% |
| YTD | +35.5% | +16.4% | +19.1% | +20.4% |
| 1Y | +45.3% | +33.9% | +11.5% | +17.7% |
| 3Y | +138.5% | +93.4% | +45.1% | +42.2% |
| All | +155.2% | +106.7% | +48.5% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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