+1,218.2%
BE vs MCHP
+1.5%
+1,216.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -2.7% |
| 7D | +9.7% | -2.1% | +11.8% | +11.3% |
| 30D | +22.4% | -11.1% | +33.5% | +32.2% |
| 3M | +10.4% | -18.1% | +28.4% | +27.5% |
| 6M | +67.9% | +10.8% | +57.1% | +62.1% |
| YTD | +197.5% | +14.2% | +183.2% | +179.5% |
| 1Y | +310.6% | +13.5% | +297.1% | +287.6% |
| 3Y | +1,657.2% | -2.0% | +1,659.2% | +1,590.0% |
| 5Y | +1,218.2% | +1.4% | +1,216.8% | +1,130.5% |
| All | +1,218.2% | +1.5% | +1,216.6% | +1,130.5% |
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