+17.1%
MCHP vs AHR
+26.4%
-9.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.5% | +3.6% |
| 7D | 0.0% | -2.1% | +2.1% | 0.0% |
| 30D | -6.0% | +1.9% | -7.9% | -6.1% |
| 3M | -19.7% | +15.7% | -35.3% | -20.4% |
| 6M | +14.0% | +2.5% | +11.5% | +13.8% |
| YTD | +18.4% | +15.0% | +3.4% | +20.4% |
| 1Y | +17.1% | +28.1% | -11.0% | +20.5% |
| All | +17.1% | +26.4% | -9.3% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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