+29.9%
MCHP vs BMY
+45.9%
-15.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.0% | -7.3% | -3.3% |
| 7D | -5.4% | +6.0% | -11.4% | -5.4% |
| 30D | -7.5% | +9.1% | -16.7% | -7.6% |
| 3M | -6.0% | -2.6% | -3.5% | -5.7% |
| 6M | -20.1% | +13.1% | -33.2% | -19.9% |
| YTD | +20.2% | +23.0% | -2.8% | +13.7% |
| 1Y | +29.9% | +45.6% | -15.6% | +8.2% |
| All | +29.9% | +45.9% | -15.9% | +8.2% |
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