+137.5%
MPWR vs CAVA
+34.5%
+103.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.0% | +4.8% | +0.5% |
| 7D | -1.3% | -8.5% | +7.3% | +1.1% |
| 30D | -12.8% | -8.2% | -4.6% | -11.3% |
| 3M | -21.3% | -25.9% | +4.6% | -15.6% |
| 6M | +13.7% | -30.9% | +44.7% | +23.7% |
| YTD | +33.3% | -3.7% | +37.0% | +28.9% |
| 1Y | +41.3% | -13.4% | +54.7% | +40.2% |
| 3Y | +145.8% | +44.2% | +101.6% | +114.9% |
| All | +137.5% | +34.5% | +103.0% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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