+6.0%
MCHP vs AMC
-99.4%
+105.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -2.9% | +1.1% |
| 7D | +1.7% | +2.3% | -0.6% | +1.5% |
| 30D | -4.1% | -0.7% | -3.3% | -4.1% |
| 3M | -22.5% | +35.2% | -57.7% | -25.5% |
| 6M | +7.3% | +124.6% | -117.3% | -2.6% |
| YTD | +18.4% | +69.9% | -51.5% | +9.9% |
| 1Y | +18.1% | -2.6% | +20.7% | +15.2% |
| 3Y | -2.8% | -79.8% | +77.0% | +3.2% |
| All | +6.0% | -99.4% | +105.4% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling