+155.2%
MPWR vs UAL
+142.0%
+13.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -0.3% |
| 7D | -2.6% | +0.7% | -3.3% | -3.0% |
| 30D | -9.0% | -16.1% | +7.1% | -1.6% |
| 3M | -25.8% | +6.1% | -32.0% | -28.7% |
| 6M | +11.8% | +10.8% | +0.9% | +4.2% |
| YTD | +35.5% | -0.4% | +35.9% | +31.6% |
| 1Y | +45.3% | +5.0% | +40.3% | +36.6% |
| 3Y | +138.5% | +124.0% | +14.4% | +47.1% |
| All | +155.2% | +142.0% | +13.2% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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