+231.0%
UNH vs MPWR
+1,847.3%
-1,616.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +16.6% | -15.7% | -1.3% |
| 7D | -0.7% | +11.6% | -12.3% | -2.4% |
| 30D | +4.8% | +0.1% | +4.7% | +4.3% |
| 3M | -1.7% | -0.8% | -0.9% | -2.3% |
| 6M | +5.9% | -13.0% | +18.9% | +6.1% |
| YTD | +22.8% | +53.9% | -31.1% | +12.2% |
| 1Y | +25.9% | +45.8% | -19.9% | +15.9% |
| 3Y | -21.4% | +194.3% | -215.7% | -40.6% |
| 5Y | -6.3% | +160.1% | -166.4% | -32.0% |
| 10Y | +231.0% | +1,786.5% | -1,555.5% | +32.4% |
| All | +231.0% | +1,847.3% | -1,616.3% | +32.4% |
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