-25.8%
MCHP vs AMIX
-99.9%
+74.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.8% | -10.7% | -2.0% |
| 7D | -22.6% | +11.4% | -34.0% | -22.7% |
| 30D | -20.1% | -40.5% | +20.4% | -19.7% |
| 3M | -25.4% | -80.1% | +54.7% | -24.1% |
| 6M | -38.4% | -74.8% | +36.4% | -39.7% |
| YTD | -3.7% | -84.0% | +80.3% | -5.7% |
| 1Y | +11.7% | -89.7% | +101.4% | +9.6% |
| All | -25.8% | -99.9% | +74.1% | -26.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling