+199.5%
MCHP vs AON
+204.8%
-5.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.3% | +4.4% |
| 7D | 0.0% | -6.3% | +6.4% | +3.1% |
| 30D | -6.0% | -14.1% | +8.1% | +0.3% |
| 3M | -19.7% | -9.5% | -10.2% | -17.9% |
| 6M | +14.0% | -4.0% | +18.0% | +11.8% |
| YTD | +18.4% | -13.8% | +32.2% | +22.3% |
| 1Y | +17.1% | -18.3% | +35.4% | +24.2% |
| 3Y | +0.7% | -7.2% | +7.9% | -4.3% |
| 5Y | +5.1% | +7.3% | -2.2% | -11.4% |
| All | +199.5% | +204.8% | -5.3% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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