-2.8%
MCHP vs BMY
+20.8%
-23.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -1.8% |
| 7D | -2.1% | -6.4% | +4.3% | -1.0% |
| 30D | -11.1% | +0.2% | -11.3% | -11.2% |
| 3M | -18.1% | +16.0% | -34.0% | -20.4% |
| 6M | +10.8% | +8.3% | +2.5% | +9.1% |
| YTD | +14.2% | +22.2% | -7.9% | +9.1% |
| 1Y | +13.5% | +41.7% | -28.2% | +4.6% |
| All | -2.8% | +20.8% | -23.7% | -3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling