+188.9%
MCHP vs ASX
+974.7%
-785.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.3% | 0.0% |
| 7D | -2.1% | +6.5% | -8.6% | -6.1% |
| 30D | -11.1% | +3.1% | -14.3% | -13.5% |
| 3M | -18.1% | +17.4% | -35.5% | -27.4% |
| 6M | +10.8% | +85.4% | -74.7% | -27.7% |
| YTD | +14.2% | +150.1% | -135.8% | -39.0% |
| 1Y | +13.5% | +256.3% | -242.8% | -52.2% |
| 3Y | -2.0% | +446.9% | -448.9% | -69.1% |
| 5Y | +1.4% | +447.1% | -445.7% | -68.9% |
| All | +188.9% | +974.7% | -785.8% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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