+1,003.0%
BE vs MCHP
+86.9%
+916.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.7% | +3.0% | +4.2% |
| 7D | +9.0% | 0.0% | +9.0% | +9.1% |
| 30D | +16.3% | -6.0% | +22.3% | +21.4% |
| 3M | +10.8% | -19.7% | +30.5% | +30.0% |
| 6M | +73.2% | +14.0% | +59.2% | +62.5% |
| YTD | +217.4% | +18.4% | +198.9% | +187.8% |
| 1Y | +309.8% | +17.1% | +292.7% | +274.3% |
| 3Y | +1,726.2% | +0.7% | +1,725.4% | +1,559.2% |
| 5Y | +1,306.2% | +5.1% | +1,301.1% | +1,132.8% |
| All | +1,003.0% | +86.9% | +916.1% | +507.0% |
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