+156.2%
MPWR vs LUV
-0.2%
+156.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.6% |
| 7D | +16.8% | +1.1% | +15.7% | +16.5% |
| 30D | +11.9% | +14.2% | -2.4% | +4.3% |
| 3M | +2.2% | +0.6% | +1.6% | +1.6% |
| 6M | -15.5% | +15.1% | -30.6% | -22.7% |
| YTD | +54.2% | +10.2% | +44.0% | +40.1% |
| 1Y | +51.5% | +38.4% | +13.0% | +20.6% |
| 3Y | +180.2% | +107.5% | +72.7% | +56.0% |
| All | +156.2% | -0.2% | +156.4% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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