+84.5%
AAPL vs MCHP
-3.5%
+88.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.0% | +5.5% | +4.0% |
| 7D | -0.5% | -2.1% | +1.6% | -0.1% |
| 30D | +7.1% | -11.1% | +18.2% | +9.7% |
| 3M | +12.1% | -18.1% | +30.2% | +15.5% |
| 6M | +25.4% | +10.8% | +14.6% | +18.6% |
| YTD | +20.5% | +14.2% | +6.2% | +12.3% |
| 1Y | +44.5% | +13.5% | +31.1% | +34.1% |
| All | +84.5% | -3.5% | +88.0% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 3y: compounded portfolio wealth divided by compounded MCHP 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…
3y analysis · Full analysis span regression · 6 months rolling