+17.1%
MCHP vs AMRZ
-24.2%
+41.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | 0.0% | -7.5% | +7.6% | +2.1% |
| 30D | -6.0% | -12.4% | +6.4% | -2.8% |
| 3M | -19.7% | -22.4% | +2.7% | -14.6% |
| 6M | +14.0% | -29.5% | +43.6% | +24.1% |
| YTD | +18.4% | -24.1% | +42.6% | +23.8% |
| 1Y | +17.1% | -26.3% | +43.4% | +20.1% |
| All | +17.1% | -24.2% | +41.3% | +20.1% |
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