+42,391.0%
MCHP vs BDX
+4,040.9%
+38,350.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +3.4% |
| 7D | 0.0% | -3.2% | +3.2% | +1.2% |
| 30D | -6.0% | -2.5% | -3.5% | -5.2% |
| 3M | -19.7% | +21.4% | -41.1% | -26.0% |
| 6M | +14.0% | +10.4% | +3.6% | +8.5% |
| YTD | +18.4% | +18.8% | -0.4% | +9.7% |
| 1Y | +17.1% | +21.7% | -4.6% | +7.4% |
| 3Y | +0.7% | -10.0% | +10.7% | +2.0% |
| 5Y | +5.1% | -1.8% | +6.9% | +2.0% |
| 10Y | +206.3% | +58.8% | +147.5% | +150.3% |
| All | +42,391.0% | +4,040.9% | +38,350.1% | +13,018.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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