+146.5%
MPWR vs WELL
+195.0%
-48.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.2% |
| 7D | -1.7% | +4.4% | -6.2% | -2.2% |
| 30D | -16.5% | +10.8% | -27.3% | -17.7% |
| 3M | -12.3% | +4.2% | -16.5% | -12.8% |
| 6M | -27.7% | +14.0% | -41.7% | -29.7% |
| YTD | +32.0% | +33.4% | -1.4% | +22.5% |
| 1Y | +25.1% | +32.4% | -7.3% | +16.1% |
| 3Y | +146.5% | +194.7% | -48.3% | +54.7% |
| All | +146.5% | +195.0% | -48.5% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling