+18.1%
MCHP vs BMY
+47.1%
-29.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.3% | +1.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.7% |
| 30D | -4.1% | +5.0% | -9.1% | -4.2% |
| 3M | -22.5% | +19.4% | -41.9% | -22.8% |
| 6M | +7.3% | +9.5% | -2.2% | +9.0% |
| YTD | +18.4% | +28.1% | -9.7% | +14.4% |
| 1Y | +18.1% | +50.0% | -31.9% | +10.1% |
| All | +18.1% | +47.1% | -29.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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