+155.6%
MPWR vs LUV
-12.1%
+167.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.3% | +0.7% | -1.9% | -1.6% |
| 30D | -12.8% | -13.4% | +0.6% | -6.6% |
| 3M | -21.3% | -9.6% | -11.7% | -18.3% |
| 6M | +13.7% | -8.9% | +22.6% | +16.4% |
| YTD | +33.3% | -5.2% | +38.4% | +30.9% |
| 1Y | +41.3% | +27.0% | +14.3% | +16.8% |
| 3Y | +145.8% | +39.6% | +106.2% | +77.6% |
| 5Y | +155.6% | -14.4% | +170.1% | +139.8% |
| All | +155.6% | -12.1% | +167.7% | +139.8% |
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