+55.3%
BE vs MCHP
+25.9%
+29.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.3% | -3.1% | -3.2% |
| 7D | -12.1% | -5.4% | -6.7% | -7.0% |
| 30D | -30.1% | -7.5% | -22.5% | -24.1% |
| 3M | -12.1% | -6.0% | -6.1% | -7.6% |
| 6M | -30.6% | -20.1% | -10.5% | -12.8% |
| YTD | +130.6% | +20.2% | +110.4% | +107.5% |
| 1Y | +55.3% | +29.9% | +25.4% | +35.9% |
| All | +55.3% | +25.9% | +29.4% | +35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling