+199.5%
MCHP vs BND
+15.0%
+184.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.7% | +3.7% |
| 7D | 0.0% | -1.0% | +1.1% | +0.9% |
| 30D | -6.0% | -1.1% | -4.9% | -5.2% |
| 3M | -19.7% | -1.9% | -17.8% | -18.4% |
| 6M | +14.0% | -1.6% | +15.7% | +15.7% |
| YTD | +18.4% | -1.2% | +19.7% | +19.8% |
| 1Y | +17.1% | -0.7% | +17.8% | +18.0% |
| 3Y | +0.7% | +12.5% | -11.8% | -8.1% |
| 5Y | +5.1% | -2.5% | +7.6% | +3.8% |
| All | +199.5% | +15.0% | +184.5% | +229.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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