+37.2%
CVS vs MPWR
+1,560.2%
-1,523.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.2% | -2.1% | +2.6% |
| 7D | -7.1% | -1.7% | -5.3% | -6.9% |
| 30D | -4.0% | -16.5% | +12.5% | -2.5% |
| 3M | -12.2% | -12.3% | 0.0% | -11.5% |
| 6M | -2.2% | -27.7% | +25.6% | 0.0% |
| YTD | +8.9% | +32.0% | -23.1% | +3.8% |
| 1Y | +9.9% | +25.1% | -15.2% | +5.2% |
| 3Y | +32.1% | +146.5% | -114.4% | +10.2% |
| 5Y | +5.7% | +126.0% | -120.4% | -14.7% |
| All | +37.2% | +1,560.2% | -1,523.0% | -31.4% |
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