+18.1%
MCHP vs AMRZ
-14.5%
+32.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.9% | +1.6% |
| 7D | +1.7% | -1.9% | +3.6% | +2.2% |
| 30D | -4.1% | -16.9% | +12.9% | +0.6% |
| 3M | -22.5% | -19.2% | -3.3% | -18.3% |
| 6M | +7.3% | -29.3% | +36.6% | +17.1% |
| YTD | +18.4% | -18.0% | +36.4% | +21.4% |
| 1Y | +18.1% | -15.1% | +33.2% | +14.4% |
| All | +18.1% | -14.5% | +32.6% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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