+1,632.0%
MPWR vs WELL
+332.8%
+1,299.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.5% |
| 7D | -2.6% | -0.8% | -1.8% | -2.4% |
| 30D | -9.0% | -0.1% | -9.0% | -9.1% |
| 3M | -25.8% | +18.0% | -43.9% | -30.4% |
| 6M | +11.8% | +15.0% | -3.2% | +5.8% |
| YTD | +35.5% | +28.6% | +6.9% | +23.5% |
| 1Y | +45.3% | +42.9% | +2.4% | +27.4% |
| 3Y | +138.5% | +203.0% | -64.6% | +60.3% |
| 5Y | +152.8% | +206.9% | -54.1% | +67.2% |
| All | +1,632.0% | +332.8% | +1,299.3% | +833.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling