+134.5%
MCHP vs AMC
-98.8%
+233.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.6% |
| 7D | +5.7% | +3.5% | +2.2% | +5.6% |
| 30D | -13.4% | +12.5% | -25.9% | -13.7% |
| 3M | -20.1% | +23.6% | -43.7% | -20.7% |
| 6M | -35.5% | +144.4% | -179.9% | -37.5% |
| YTD | -1.6% | +108.3% | -109.9% | -4.5% |
| 1Y | +15.5% | +38.9% | -23.4% | +13.4% |
| 3Y | -13.2% | -58.9% | +45.7% | -13.3% |
| 5Y | -17.5% | -99.2% | +81.7% | -13.3% |
| All | +134.5% | -98.8% | +233.3% | +118.5% |
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