-0.9%
MCHP vs AFRM
+195.1%
-196.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.5% | +4.9% | +0.6% |
| 7D | +0.3% | -8.0% | +8.4% | +2.0% |
| 30D | -9.8% | -9.8% | 0.0% | -8.2% |
| 3M | -19.7% | +4.7% | -24.4% | -20.8% |
| 6M | +13.6% | +34.1% | -20.6% | +6.0% |
| YTD | +16.5% | -8.4% | +25.0% | +16.4% |
| 1Y | +15.7% | -22.9% | +38.6% | +18.5% |
| All | -0.9% | +195.1% | -196.1% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 3y: compounded portfolio wealth divided by compounded AFRM 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…
3y analysis · Full analysis span regression · 6 months rolling