+41,709.6%
MCHP vs BMY
+1,500.0%
+40,209.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +0.3% | -4.8% | +5.1% | +1.8% |
| 30D | -9.8% | -0.7% | -9.1% | -9.7% |
| 3M | -19.7% | +15.3% | -35.0% | -23.4% |
| 6M | +13.6% | +8.5% | +5.0% | +9.9% |
| YTD | +16.5% | +23.4% | -6.9% | +8.3% |
| 1Y | +15.7% | +42.9% | -27.2% | +2.7% |
| 3Y | 0.0% | +22.0% | -22.0% | -8.6% |
| 5Y | +4.4% | +24.3% | -19.9% | -6.0% |
| 10Y | +201.4% | +64.6% | +136.8% | +147.4% |
| All | +41,709.6% | +1,500.0% | +40,209.6% | +18,591.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling