+0.9%
MCHP vs AS
+0.9%
0.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | +0.5% | -10.5% | -10.2% |
| 7D | -24.6% | +6.9% | -31.5% | -26.2% |
| 30D | -25.2% | +16.0% | -41.2% | -29.0% |
| 3M | -21.1% | -12.8% | -8.2% | -17.5% |
| 6M | -42.7% | -15.4% | -27.3% | -39.7% |
| YTD | -6.9% | -15.7% | +8.9% | -4.1% |
| 1Y | +0.9% | +6.1% | -5.2% | +6.7% |
| All | +0.9% | +0.9% | 0.0% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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