-21.3%
UNH vs MPWR
+146.8%
-168.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.2% | -5.6% | -0.4% |
| 7D | -3.2% | -1.7% | -1.4% | -3.1% |
| 30D | +4.8% | -16.5% | +21.4% | +4.9% |
| 3M | -1.8% | -12.3% | +10.4% | -1.8% |
| 6M | +8.6% | -27.7% | +36.3% | +8.9% |
| YTD | +21.8% | +32.0% | -10.2% | +21.1% |
| 1Y | +25.8% | +25.1% | +0.8% | +25.1% |
| 3Y | -21.3% | +146.5% | -167.8% | -17.4% |
| All | -21.3% | +146.8% | -168.1% | -17.4% |
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 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