+1.4%
MCHP vs BEN
+36.2%
-34.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.0% |
| 7D | -2.1% | +0.3% | -2.4% | -2.4% |
| 30D | -11.1% | +0.9% | -12.0% | -11.8% |
| 3M | -18.1% | +9.2% | -27.3% | -23.3% |
| 6M | +10.8% | +36.8% | -26.0% | -12.5% |
| YTD | +14.2% | +44.4% | -30.1% | -13.8% |
| 1Y | +13.5% | +45.8% | -32.4% | -15.1% |
| 3Y | -2.0% | +52.5% | -54.5% | -32.1% |
| 5Y | +1.4% | +37.7% | -36.3% | -27.6% |
| All | +1.4% | +36.2% | -34.9% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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