+7,189.8%
MPWR vs UAL
+239.3%
+6,950.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.6% | -5.7% | -9.3% |
| 7D | -5.6% | +5.0% | -10.6% | -6.7% |
| 30D | -23.2% | -1.2% | -22.0% | -23.1% |
| 3M | -15.8% | -16.8% | +1.0% | -12.5% |
| 6M | -28.5% | +18.0% | -46.5% | -31.5% |
| YTD | +25.5% | -1.2% | +26.6% | +24.6% |
| 1Y | +13.9% | +14.3% | -0.4% | +9.6% |
| 3Y | +134.6% | +194.6% | -60.0% | +83.6% |
| 5Y | +114.8% | +109.6% | +5.2% | +77.5% |
| 10Y | +1,499.3% | +93.1% | +1,406.2% | +1,119.1% |
| All | +7,189.8% | +239.3% | +6,950.4% | +3,251.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling