+228.6%
MPWR vs GEHC
+31.6%
+197.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.6% | +6.9% | +5.9% |
| 7D | -1.7% | +7.6% | -9.3% | -5.0% |
| 30D | -16.5% | +27.5% | -44.0% | -25.4% |
| 3M | -12.3% | +17.2% | -29.5% | -18.8% |
| 6M | -27.7% | +33.6% | -61.3% | -38.8% |
| YTD | +32.0% | +0.6% | +31.4% | +29.6% |
| 1Y | +25.1% | +11.3% | +13.8% | +15.3% |
| 3Y | +146.5% | +16.5% | +130.0% | +114.6% |
| All | +228.6% | +31.6% | +197.0% | +171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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