+1,665.8%
AMAT vs MCHP
+191.8%
+1,474.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.0% | +4.8% |
| 7D | +7.0% | +2.8% | +4.2% | +4.8% |
| 30D | -12.2% | -12.8% | +0.6% | -2.8% |
| 3M | -3.8% | -19.2% | +15.4% | +12.7% |
| 6M | +45.9% | +14.5% | +31.4% | +30.8% |
| YTD | +84.6% | +17.1% | +67.5% | +60.9% |
| 1Y | +193.4% | +15.3% | +178.1% | +154.7% |
| 3Y | +228.1% | +0.5% | +227.6% | +187.1% |
| 5Y | +268.9% | +6.1% | +262.9% | +207.8% |
| 10Y | +1,665.8% | +192.2% | +1,473.5% | +509.2% |
| All | +1,665.8% | +191.8% | +1,474.0% | +509.2% |
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 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