+532.2%
BE vs MCHP
-18.8%
+551.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.5% |
| 7D | +10.8% | +5.7% | +5.1% | +7.2% |
| 30D | -19.8% | -13.4% | -6.4% | -10.5% |
| 3M | -18.7% | -20.1% | +1.4% | -3.8% |
| 6M | -33.7% | -35.5% | +1.8% | -8.5% |
| YTD | +121.0% | -1.6% | +122.5% | +133.8% |
| 1Y | +85.4% | +15.5% | +69.9% | +77.8% |
| 3Y | +1,709.5% | -13.2% | +1,722.7% | +1,823.1% |
| All | +532.2% | -18.8% | +551.0% | +560.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling