+201.4%
MCHP vs AMC
-99.0%
+300.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | -0.4% |
| 7D | +0.3% | -6.8% | +7.2% | +0.5% |
| 30D | -9.8% | +1.7% | -11.4% | -9.8% |
| 3M | -19.7% | +26.8% | -46.5% | -20.6% |
| 6M | +13.6% | +117.7% | -104.1% | +10.2% |
| YTD | +16.5% | +57.7% | -41.2% | +14.0% |
| 1Y | +15.7% | -12.5% | +28.1% | +15.1% |
| 3Y | 0.0% | -65.7% | +65.7% | +0.3% |
| 5Y | +4.4% | -99.5% | +103.9% | +10.8% |
| 10Y | +201.4% | -99.0% | +300.3% | +187.3% |
| All | +201.4% | -99.0% | +300.4% | +187.3% |
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