+188.9%
MCHP vs ALB
+84.6%
+104.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +1.1% | -0.7% |
| 7D | -2.1% | -7.6% | +5.5% | +1.0% |
| 30D | -11.1% | -5.6% | -5.5% | -9.4% |
| 3M | -18.1% | -16.8% | -1.2% | -12.2% |
| 6M | +10.8% | -26.3% | +37.1% | +22.6% |
| YTD | +14.2% | -13.2% | +27.5% | +15.9% |
| 1Y | +13.5% | +68.8% | -55.3% | -16.1% |
| 3Y | -2.0% | -30.7% | +28.7% | -4.0% |
| 5Y | +1.4% | -46.3% | +47.7% | +4.8% |
| All | +188.9% | +84.6% | +104.3% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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