+156.2%
MPWR vs CDW
-4.0%
+160.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.3% | -3.5% |
| 7D | +16.8% | +9.3% | +7.5% | +10.8% |
| 30D | +11.9% | +14.4% | -2.5% | +1.2% |
| 3M | +2.2% | +21.4% | -19.2% | -12.7% |
| 6M | -15.5% | +72.8% | -88.3% | -49.2% |
| YTD | +54.2% | +28.0% | +26.2% | +11.6% |
| 1Y | +51.5% | +19.3% | +32.1% | +18.1% |
| 3Y | +180.2% | -15.3% | +195.5% | +202.0% |
| All | +156.2% | -4.0% | +160.2% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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