+216.1%
UNH vs MPWR
+1,791.1%
-1,575.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.1% |
| 7D | +3.4% | +16.8% | -13.4% | +1.0% |
| 30D | +3.0% | +11.9% | -8.9% | +1.0% |
| 3M | +2.7% | +2.2% | +0.5% | +1.6% |
| 6M | +2.8% | -15.5% | +18.3% | +3.4% |
| YTD | +25.9% | +54.2% | -28.3% | +14.9% |
| 1Y | +25.8% | +51.5% | -25.7% | +15.0% |
| 3Y | -20.0% | +180.2% | -200.2% | -39.0% |
| 5Y | -2.8% | +156.8% | -159.6% | -29.3% |
| All | +216.1% | +1,791.1% | -1,575.0% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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