+40.0%
MPWR vs WELL
+32.5%
+7.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.1% |
| 7D | +2.2% | +3.0% | -0.8% | +2.8% |
| 30D | -2.1% | +10.2% | -12.3% | -0.4% |
| 3M | -1.6% | +6.1% | -7.7% | -0.2% |
| 6M | -14.9% | +16.6% | -31.6% | -13.2% |
| YTD | +50.5% | +35.3% | +15.2% | +48.9% |
| 1Y | +40.0% | +31.5% | +8.5% | +37.7% |
| All | +40.0% | +32.5% | +7.5% | +37.7% |
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