+199.5%
MCHP vs A
+256.4%
-57.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +1.7% |
| 7D | 0.0% | -2.6% | +2.6% | +2.0% |
| 30D | -6.0% | -0.9% | -5.2% | -5.6% |
| 3M | -19.7% | +13.6% | -33.3% | -27.5% |
| 6M | +14.0% | +27.8% | -13.8% | -8.6% |
| YTD | +18.4% | +8.6% | +9.8% | +7.8% |
| 1Y | +17.1% | +16.9% | +0.2% | -0.4% |
| 3Y | +0.7% | +32.9% | -32.2% | -24.1% |
| 5Y | +5.1% | -14.1% | +19.2% | +10.1% |
| All | +199.5% | +256.4% | -57.0% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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