+1,315.3%
AMAT vs MCHP
+138.8%
+1,176.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +5.4% | +6.0% | +7.3% |
| 7D | -1.1% | -19.2% | +18.1% | +15.5% |
| 30D | -26.9% | -18.6% | -8.3% | -15.3% |
| 3M | -31.2% | -27.0% | -4.2% | -13.6% |
| 6M | -14.7% | -37.3% | +22.5% | +20.2% |
| YTD | +44.7% | -1.8% | +46.6% | +43.1% |
| 1Y | +62.0% | +12.1% | +49.8% | +43.3% |
| 3Y | +165.0% | -10.0% | +175.0% | +149.8% |
| 5Y | +147.1% | -17.3% | +164.4% | +148.2% |
| 10Y | +1,315.3% | +131.0% | +1,184.3% | +495.7% |
| All | +1,315.3% | +138.8% | +1,176.5% | +495.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling