+57.2%
CVS vs MPWR
+1,725.0%
-1,667.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.6% | +4.6% |
| 7D | -2.6% | +2.2% | -4.8% | -3.0% |
| 30D | +4.0% | -2.1% | +6.1% | +3.9% |
| 3M | -6.3% | -1.6% | -4.7% | -6.6% |
| 6M | -0.4% | -14.9% | +14.6% | +0.1% |
| YTD | +15.6% | +50.5% | -34.9% | +8.6% |
| 1Y | +18.3% | +40.0% | -21.7% | +12.0% |
| 3Y | +47.3% | +175.0% | -127.7% | +21.6% |
| 5Y | +13.2% | +162.0% | -148.8% | -10.2% |
| 10Y | +57.2% | +1,791.8% | -1,734.7% | -21.4% |
| All | +57.2% | +1,725.0% | -1,667.8% | -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