+4.4%
MCHP vs ASX
+490.0%
-485.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -2.9% |
| 7D | +0.3% | +11.1% | -10.8% | -6.8% |
| 30D | -9.8% | +9.6% | -19.4% | -16.0% |
| 3M | -19.7% | +18.6% | -38.3% | -30.4% |
| 6M | +13.6% | +92.1% | -78.6% | -31.8% |
| YTD | +16.5% | +158.5% | -141.9% | -44.5% |
| 1Y | +15.7% | +271.9% | -256.2% | -58.7% |
| 3Y | 0.0% | +465.2% | -465.3% | -75.4% |
| 5Y | +4.4% | +479.4% | -475.0% | -75.9% |
| All | +4.4% | +490.0% | -485.6% | -75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling