-20.9%
UNH vs MPWR
+199.9%
-220.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.9% | -9.5% | -0.6% |
| 7D | -1.6% | +17.3% | -18.8% | -1.7% |
| 30D | +6.5% | +12.1% | -5.6% | +6.4% |
| 3M | +0.8% | +5.6% | -4.8% | +0.8% |
| 6M | +6.1% | -10.7% | +16.8% | +6.2% |
| YTD | +24.5% | +64.0% | -39.5% | +23.7% |
| 1Y | +26.3% | +55.9% | -29.6% | +25.5% |
| All | -20.9% | +199.9% | -220.8% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling