+5.7%
DIS vs MCHP
+15.3%
-9.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | +0.3% |
| 7D | +0.6% | -17.5% | +18.1% | +0.9% |
| 30D | +10.3% | -15.8% | +26.1% | +10.6% |
| 3M | +15.6% | -22.9% | +38.4% | +16.2% |
| 6M | +15.1% | -36.6% | +51.7% | +17.5% |
| YTD | +6.0% | -0.8% | +6.8% | +1.2% |
| 1Y | +5.7% | +16.5% | -10.8% | -2.4% |
| All | +5.7% | +15.3% | -9.6% | -2.4% |
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