+1,683.3%
BE vs MCHP
-1.6%
+1,684.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.6% |
| 7D | +23.9% | +0.3% | +23.6% | +23.7% |
| 30D | +27.8% | -9.8% | +37.6% | +35.1% |
| 3M | +3.7% | -19.7% | +23.4% | +18.5% |
| 6M | +78.0% | +13.6% | +64.4% | +74.5% |
| YTD | +209.9% | +16.5% | +193.4% | +199.5% |
| 1Y | +389.6% | +15.7% | +373.9% | +374.7% |
| All | +1,683.3% | -1.6% | +1,684.9% | +1,705.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling