+143.3%
DELL vs MCHP
+25.9%
+117.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.3% | -5.5% | -7.2% |
| 7D | -24.6% | -5.4% | -19.2% | -22.3% |
| 30D | -32.5% | -7.5% | -24.9% | -29.7% |
| 3M | -20.2% | -6.0% | -14.2% | -17.9% |
| 6M | +76.5% | -20.1% | +96.5% | +88.2% |
| YTD | +198.9% | +20.2% | +178.7% | +176.9% |
| 1Y | +143.3% | +29.9% | +113.4% | +119.6% |
| All | +143.3% | +25.9% | +117.4% | +119.6% |
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