+136.0%
GOOG vs MCHP
+3.6%
+132.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.1% | +0.5% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | -2.0% | -6.0% | +4.1% | -0.3% |
| 3M | -5.9% | -19.7% | +13.8% | -0.8% |
| 6M | +8.9% | +14.0% | -5.1% | +1.8% |
| YTD | +7.1% | +18.4% | -11.3% | -2.0% |
| 1Y | +39.7% | +17.1% | +22.6% | +27.2% |
| 3Y | +145.8% | +0.7% | +145.1% | +120.0% |
| All | +136.0% | +3.6% | +132.4% | +99.3% |
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