+29.9%
MCHP vs AMIX
-92.3%
+122.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.0% | -0.3% | -3.2% |
| 7D | -5.4% | -25.1% | +19.7% | -5.0% |
| 30D | -7.5% | -54.5% | +47.0% | -6.6% |
| 3M | -6.0% | -91.7% | +85.7% | -3.3% |
| 6M | -20.1% | -79.4% | +59.4% | -21.6% |
| YTD | +20.2% | -86.1% | +106.3% | +16.8% |
| 1Y | +29.9% | -91.6% | +121.5% | +24.7% |
| All | +29.9% | -92.3% | +122.3% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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