-12.0%
MCHP vs AMIX
-99.9%
+87.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.1% | -1.9% |
| 7D | -2.1% | -6.3% | +4.2% | -2.0% |
| 30D | -11.1% | -51.9% | +40.8% | -10.5% |
| 3M | -18.1% | -44.9% | +26.8% | -20.5% |
| 6M | +10.8% | -47.9% | +58.7% | +7.5% |
| YTD | +14.2% | -62.0% | +76.3% | +10.9% |
| 1Y | +13.5% | -82.0% | +95.5% | +10.4% |
| All | -12.0% | -99.9% | +87.9% | -14.0% |
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