+160.1%
MPWR vs DAL
+114.7%
+45.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +5.3% | +11.3% | +13.4% |
| 7D | +11.6% | +10.0% | +1.5% | +5.5% |
| 30D | +0.1% | +12.0% | -11.9% | -6.5% |
| 3M | -0.8% | +0.8% | -1.6% | -1.4% |
| 6M | -13.0% | +26.2% | -39.2% | -25.6% |
| YTD | +53.9% | +33.7% | +20.2% | +25.5% |
| 1Y | +45.8% | +57.6% | -11.8% | +6.9% |
| 3Y | +194.3% | +183.5% | +10.8% | +34.7% |
| 5Y | +160.1% | +114.2% | +46.0% | +25.8% |
| All | +160.1% | +114.7% | +45.5% | +25.8% |
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