+29.9%
MCHP vs AMC
+38.0%
-8.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +7.3% | -10.6% | -3.7% |
| 7D | -5.4% | +17.7% | -23.1% | -6.3% |
| 30D | -7.5% | +26.2% | -33.7% | -8.7% |
| 3M | -6.0% | +31.3% | -37.4% | -7.5% |
| 6M | -20.1% | +142.8% | -162.8% | -24.8% |
| YTD | +20.2% | +125.6% | -105.4% | +13.0% |
| 1Y | +29.9% | +40.2% | -10.3% | +41.9% |
| All | +29.9% | +38.0% | -8.1% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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