+360.5%
BE vs MCHP
+18.9%
+341.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.4% | +5.9% | +6.0% |
| 7D | +20.0% | +1.7% | +18.3% | +18.1% |
| 30D | +7.9% | -4.1% | +12.0% | +9.5% |
| 3M | -13.2% | -22.5% | +9.3% | +10.7% |
| 6M | +53.5% | +7.3% | +46.2% | +51.3% |
| YTD | +191.0% | +18.4% | +172.6% | +160.1% |
| 1Y | +360.5% | +18.1% | +342.4% | +313.9% |
| All | +360.5% | +18.9% | +341.6% | +313.9% |
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