+4,404.4%
DELL vs MCHP
+207.0%
+4,197.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.7% | +8.3% | +10.3% |
| 7D | +8.2% | 0.0% | +8.2% | +8.4% |
| 30D | +17.1% | -6.0% | +23.1% | +20.9% |
| 3M | +45.2% | -19.7% | +64.8% | +59.7% |
| 6M | +286.8% | +14.0% | +272.7% | +257.7% |
| YTD | +354.8% | +18.4% | +336.4% | +310.0% |
| 1Y | +358.3% | +17.1% | +341.2% | +311.3% |
| 3Y | +724.9% | +0.7% | +724.2% | +648.1% |
| 5Y | +1,193.7% | +5.1% | +1,188.6% | +1,007.2% |
| All | +4,404.4% | +207.0% | +4,197.4% | +2,103.2% |
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