+136.1%
MCHP vs AMC
-98.8%
+234.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.3% | 0.0% |
| 7D | -4.3% | +8.4% | -12.7% | -4.5% |
| 30D | -16.3% | +9.2% | -25.4% | -16.5% |
| 3M | -21.4% | +32.0% | -53.4% | -22.1% |
| 6M | -35.8% | +149.3% | -185.0% | -37.8% |
| YTD | -0.9% | +114.1% | -115.0% | -3.9% |
| 1Y | +14.5% | +35.8% | -21.3% | +12.5% |
| 3Y | -13.7% | -58.3% | +44.6% | -13.9% |
| 5Y | -16.9% | -99.2% | +82.2% | -12.8% |
| All | +136.1% | -98.8% | +234.8% | +119.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling