+1,504.8%
ASML vs MCHP
+138.8%
+1,366.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.4% | +0.8% | +2.9% |
| 7D | -0.8% | -19.2% | +18.4% | +12.1% |
| 30D | -14.9% | -18.6% | +3.7% | -4.2% |
| 3M | -13.0% | -26.9% | +14.0% | +4.5% |
| 6M | -4.7% | -37.2% | +32.5% | +24.3% |
| YTD | +42.3% | -1.8% | +44.2% | +37.1% |
| 1Y | +49.7% | +12.1% | +37.6% | +31.5% |
| 3Y | +144.3% | -10.0% | +154.3% | +126.8% |
| 5Y | +86.4% | -17.3% | +103.6% | +81.8% |
| 10Y | +1,504.8% | +131.0% | +1,373.8% | +716.2% |
| All | +1,504.8% | +138.8% | +1,366.0% | +716.2% |
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