+188.9%
MCHP vs BIL
+25.2%
+163.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -1.9% |
| 7D | -2.1% | +0.1% | -2.1% | -1.9% |
| 30D | -11.1% | +0.3% | -11.4% | -10.3% |
| 3M | -18.1% | +0.9% | -19.0% | -15.7% |
| 6M | +10.8% | +1.8% | +9.0% | +16.6% |
| YTD | +14.2% | +2.5% | +11.8% | +21.8% |
| 1Y | +13.5% | +3.7% | +9.8% | +24.0% |
| 3Y | -2.0% | +14.1% | -16.1% | -1.3% |
| 5Y | +1.4% | +19.4% | -18.0% | -15.2% |
| All | +188.9% | +25.2% | +163.6% | +147.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling