+52.0%
CVS vs MPWR
+1,847.3%
-1,795.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +16.6% | -14.9% | 0.0% |
| 7D | -3.7% | +11.6% | -15.3% | -4.8% |
| 30D | -0.3% | +0.1% | -0.5% | -0.6% |
| 3M | -10.3% | -0.8% | -9.5% | -10.7% |
| 6M | -4.6% | -13.0% | +8.4% | -4.4% |
| YTD | +10.7% | +53.9% | -43.2% | +3.8% |
| 1Y | +11.2% | +45.8% | -34.6% | +4.8% |
| 3Y | +43.0% | +194.3% | -151.2% | +17.1% |
| 5Y | +8.6% | +160.1% | -151.5% | -13.4% |
| 10Y | +52.0% | +1,786.5% | -1,734.6% | -24.1% |
| All | +52.0% | +1,847.3% | -1,795.3% | -24.1% |
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