+2.9%
UNH vs MPWR
+153.3%
-150.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.0% |
| 7D | +1.1% | -2.6% | +3.6% | +1.2% |
| 30D | -3.8% | -9.0% | +5.3% | -3.5% |
| 3M | +0.7% | -25.8% | +26.6% | +1.7% |
| 6M | +37.9% | +11.8% | +26.1% | +36.4% |
| YTD | +21.9% | +35.5% | -13.6% | +19.7% |
| 1Y | +31.4% | +45.3% | -13.9% | +28.6% |
| 3Y | -11.4% | +138.5% | -149.9% | -17.2% |
| All | +2.9% | +153.3% | -150.3% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling