+41,921.5%
MCHP vs BEN
+1,744.7%
+40,176.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -0.9% |
| 7D | +2.8% | +4.7% | -1.9% | +0.4% |
| 30D | -12.8% | +2.6% | -15.4% | -14.0% |
| 3M | -19.2% | +11.5% | -30.7% | -23.6% |
| 6M | +14.5% | +35.3% | -20.8% | -2.3% |
| YTD | +17.1% | +48.6% | -31.5% | -4.9% |
| 1Y | +15.3% | +46.7% | -31.4% | -5.6% |
| 3Y | +0.5% | +57.0% | -56.6% | -21.4% |
| 5Y | +6.1% | +41.8% | -35.7% | -12.6% |
| 10Y | +192.2% | +55.2% | +137.0% | +117.3% |
| All | +41,921.5% | +1,744.7% | +40,176.7% | +9,092.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling