+16,096.1%
MPWR vs WELL
+1,887.8%
+14,208.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.4% |
| 7D | +2.2% | +3.0% | -0.8% | +1.0% |
| 30D | -2.1% | +10.2% | -12.3% | -6.0% |
| 3M | -1.6% | +6.1% | -7.7% | -4.4% |
| 6M | -14.9% | +16.6% | -31.6% | -21.2% |
| YTD | +50.5% | +35.3% | +15.2% | +31.2% |
| 1Y | +40.0% | +31.5% | +8.5% | +23.2% |
| 3Y | +175.0% | +206.5% | -31.5% | +69.3% |
| 5Y | +162.0% | +222.0% | -60.0% | +56.4% |
| 10Y | +1,791.8% | +473.8% | +1,318.1% | +672.9% |
| All | +16,096.1% | +1,887.8% | +14,208.2% | +3,462.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling