+4,698.2%
MCHP vs DAR
+1,499.7%
+3,198.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.7% |
| 7D | +5.7% | +11.6% | -5.8% | +4.7% |
| 30D | -13.4% | -10.2% | -3.2% | -12.6% |
| 3M | -20.1% | -14.8% | -5.3% | -19.1% |
| 6M | -35.5% | -10.1% | -25.4% | -35.1% |
| YTD | -1.6% | +55.5% | -57.1% | -5.5% |
| 1Y | +15.5% | +61.7% | -46.2% | +10.5% |
| 3Y | -13.2% | +37.2% | -50.3% | -16.3% |
| 5Y | -17.5% | -26.9% | +9.5% | -16.8% |
| 10Y | +136.0% | +314.4% | -178.5% | +113.4% |
| All | +4,698.2% | +1,499.7% | +3,198.5% | +4,132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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