+0.5%
MCHP vs ALL
+150.3%
-149.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.2% |
| 7D | +2.8% | -1.7% | +4.5% | +2.7% |
| 30D | -12.8% | -4.7% | -8.2% | -13.0% |
| 3M | -19.2% | +18.4% | -37.6% | -20.3% |
| 6M | +14.5% | +20.5% | -6.0% | +12.5% |
| YTD | +17.1% | +23.5% | -6.4% | +14.6% |
| 1Y | +15.3% | +29.0% | -13.7% | +12.2% |
| 3Y | +0.5% | +153.7% | -153.2% | -7.7% |
| All | +0.5% | +150.3% | -149.8% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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