+830.3%
MCHP vs ASX
+3,326.1%
-2,495.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | +0.1% |
| 7D | +5.7% | +12.4% | -6.7% | +1.0% |
| 30D | -13.4% | -19.8% | +6.4% | -7.0% |
| 3M | -20.1% | -10.3% | -9.8% | -18.2% |
| 6M | -35.5% | +1.2% | -36.7% | -37.4% |
| YTD | -1.6% | +123.0% | -124.6% | -29.3% |
| 1Y | +15.5% | +145.4% | -130.0% | -19.9% |
| 3Y | -13.2% | +368.6% | -381.8% | -52.5% |
| 5Y | -17.5% | +486.0% | -503.5% | -57.8% |
| 10Y | +136.0% | +941.0% | -805.1% | -1.3% |
| All | +830.3% | +3,326.1% | -2,495.9% | +66.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling