+188.9%
MCHP vs BUD
-22.8%
+211.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.7% |
| 7D | -2.1% | -3.2% | +1.1% | -0.4% |
| 30D | -11.1% | -3.7% | -7.4% | -9.5% |
| 3M | -18.1% | -4.4% | -13.6% | -16.8% |
| 6M | +10.8% | +7.7% | +3.1% | +4.8% |
| YTD | +14.2% | +23.1% | -8.8% | +0.2% |
| 1Y | +13.5% | +33.6% | -20.2% | -5.4% |
| 3Y | -2.0% | +44.7% | -46.7% | -24.3% |
| 5Y | +1.4% | +44.9% | -43.5% | -23.3% |
| All | +188.9% | -22.8% | +211.7% | +149.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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