+32.5%
MPWR vs WELL
+37.3%
-4.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.8% | -7.9% | -4.5% |
| 7D | +4.1% | +9.2% | -5.0% | +6.0% |
| 30D | -14.8% | +10.6% | -25.4% | -13.3% |
| 3M | -5.4% | +7.5% | -12.9% | -4.0% |
| 6M | -19.6% | +15.0% | -34.6% | -17.7% |
| YTD | +39.8% | +35.0% | +4.8% | +37.9% |
| 1Y | +32.5% | +36.5% | -4.0% | +30.7% |
| All | +32.5% | +37.3% | -4.7% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling