-21.1%
MCHP vs AMIX
-88.6%
+67.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | 0.0% | -10.0% | -10.0% |
| 7D | -24.6% | -16.0% | -8.5% | -25.1% |
| 30D | -25.2% | -55.4% | +30.2% | -28.4% |
| 3M | -21.1% | -87.5% | +66.5% | -31.5% |
| All | -21.1% | -88.6% | +67.6% | -31.5% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling