+60.4%
CVS vs MPWR
+1,791.1%
-1,730.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | -0.1% |
| 7D | +6.6% | +16.8% | -10.2% | +4.8% |
| 30D | -0.4% | +11.9% | -12.3% | -1.8% |
| 3M | -5.3% | +2.2% | -7.5% | -6.0% |
| 6M | -7.7% | -15.5% | +7.8% | -7.2% |
| YTD | +16.0% | +54.2% | -38.1% | +8.7% |
| 1Y | +16.2% | +51.5% | -35.2% | +9.0% |
| 3Y | +47.6% | +180.2% | -132.6% | +21.6% |
| 5Y | +12.3% | +156.8% | -144.4% | -10.3% |
| All | +60.4% | +1,791.1% | -1,730.6% | -21.4% |
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