+18.1%
MCHP vs BABA
-14.2%
+32.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.2% | +1.2% |
| 7D | +1.7% | -4.8% | +6.5% | +2.8% |
| 30D | -4.1% | -11.9% | +7.8% | -1.4% |
| 3M | -22.5% | -9.3% | -13.3% | -20.9% |
| 6M | +7.3% | -14.2% | +21.5% | +10.2% |
| YTD | +18.4% | -22.0% | +40.4% | +23.0% |
| 1Y | +18.1% | -12.7% | +30.8% | +22.8% |
| All | +18.1% | -14.2% | +32.3% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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