+1,788.2%
MPWR vs WELL
+463.2%
+1,325.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.9% |
| 7D | +16.8% | +0.1% | +16.7% | +16.8% |
| 30D | +11.9% | +5.7% | +6.2% | +9.8% |
| 3M | +2.2% | +4.6% | -2.4% | +0.4% |
| 6M | -15.5% | +11.9% | -27.3% | -19.4% |
| YTD | +54.2% | +33.6% | +20.6% | +38.4% |
| 1Y | +51.5% | +29.8% | +21.7% | +37.1% |
| 3Y | +180.2% | +202.2% | -21.9% | +87.9% |
| 5Y | +156.8% | +223.2% | -66.5% | +66.9% |
| All | +1,788.2% | +463.2% | +1,325.1% | +842.3% |
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