+1,145.9%
DELL vs MCHP
+3.6%
+1,142.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.7% | +8.3% | +10.2% |
| 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% | +59.8% |
| 6M | +286.8% | +14.0% | +272.7% | +256.1% |
| YTD | +354.8% | +18.4% | +336.4% | +307.6% |
| 1Y | +358.3% | +17.1% | +341.2% | +308.8% |
| 3Y | +724.9% | +0.7% | +724.2% | +640.1% |
| All | +1,145.9% | +3.6% | +1,142.3% | +926.5% |
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