+2,502.5%
LITE vs MCHP
+191.8%
+2,310.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.1% | +12.1% | +11.7% |
| 7D | +12.6% | +2.8% | +9.9% | +10.6% |
| 30D | +9.9% | -12.8% | +22.8% | +20.2% |
| 3M | +9.3% | -19.2% | +28.5% | +25.8% |
| 6M | +75.2% | +14.5% | +60.7% | +61.8% |
| YTD | +165.5% | +17.1% | +148.4% | +141.1% |
| 1Y | +555.0% | +15.3% | +539.7% | +495.7% |
| 3Y | +1,870.5% | +0.5% | +1,870.0% | +1,708.1% |
| 5Y | +1,009.8% | +6.1% | +1,003.7% | +828.6% |
| 10Y | +2,502.5% | +192.2% | +2,310.2% | +713.6% |
| All | +2,502.5% | +191.8% | +2,310.7% | +713.6% |
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