+0.7%
MCHP vs DHI
+21.1%
-20.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +1.9% | +2.9% |
| 7D | 0.0% | -3.4% | +3.4% | +1.6% |
| 30D | -6.0% | -5.4% | -0.6% | -4.0% |
| 3M | -19.7% | -10.4% | -9.2% | -16.2% |
| 6M | +14.0% | -2.8% | +16.8% | +14.3% |
| YTD | +18.4% | -3.4% | +21.8% | +18.7% |
| 1Y | +17.1% | -22.9% | +40.0% | +28.9% |
| 3Y | +0.7% | +20.7% | -20.0% | -13.2% |
| All | +0.7% | +21.1% | -20.4% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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