+5.7%
CVS vs MPWR
+124.2%
-118.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.2% | -2.1% | +2.9% |
| 7D | -7.1% | -1.7% | -5.3% | -7.0% |
| 30D | -4.0% | -16.5% | +12.5% | -3.5% |
| 3M | -12.2% | -12.3% | 0.0% | -11.9% |
| 6M | -2.2% | -27.7% | +25.6% | -1.3% |
| YTD | +8.9% | +32.0% | -23.1% | +7.1% |
| 1Y | +9.9% | +25.1% | -15.2% | +8.2% |
| 3Y | +32.1% | +146.5% | -114.4% | +23.2% |
| All | +5.7% | +124.2% | -118.5% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling