+1,200.9%
UNH vs MPWR
+17,490.5%
-16,289.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.2% |
| 7D | +0.2% | +2.2% | -2.0% | -0.5% |
| 30D | +6.8% | -2.1% | +8.9% | +6.5% |
| 3M | -0.3% | -1.6% | +1.3% | -1.0% |
| 6M | +7.9% | -14.9% | +22.8% | +8.4% |
| YTD | +25.1% | +50.5% | -25.4% | +13.6% |
| 1Y | +29.3% | +40.0% | -10.7% | +18.7% |
| 3Y | -20.3% | +175.0% | -195.2% | -39.3% |
| 5Y | -3.6% | +162.0% | -165.5% | -30.3% |
| 10Y | +227.5% | +1,791.8% | -1,564.4% | +52.1% |
| All | +1,200.9% | +17,490.5% | -16,289.5% | +299.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling