+4,782.6%
DELL vs MCHP
+192.0%
+4,590.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +8.7% | +0.3% | +8.4% | +8.6% |
| 30D | +16.9% | -9.8% | +26.7% | +22.6% |
| 3M | +40.4% | -19.7% | +60.1% | +54.2% |
| 6M | +267.1% | +13.6% | +253.5% | +239.7% |
| YTD | +329.1% | +16.5% | +312.6% | +289.2% |
| 1Y | +346.9% | +15.7% | +331.2% | +302.8% |
| 3Y | +696.6% | 0.0% | +696.7% | +624.2% |
| 5Y | +1,106.2% | +4.4% | +1,101.8% | +934.8% |
| 10Y | +4,177.7% | +201.4% | +3,976.3% | +2,161.8% |
| All | +4,782.6% | +192.0% | +4,590.6% | +2,462.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling