+125.2%
MPWR vs CDW
-10.5%
+135.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.9% | +6.1% | +5.8% |
| 7D | -1.7% | +2.1% | -3.8% | -3.9% |
| 30D | -16.5% | +14.7% | -31.3% | -25.4% |
| 3M | -12.3% | +11.1% | -23.4% | -21.4% |
| 6M | -27.7% | +45.6% | -73.3% | -51.0% |
| YTD | +32.0% | +17.1% | +14.9% | +0.8% |
| 1Y | +25.1% | +13.2% | +11.9% | -1.1% |
| 3Y | +146.5% | -22.2% | +168.7% | +178.8% |
| All | +125.2% | -10.5% | +135.7% | +110.6% |
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