+17.1%
MCHP vs DOW
+28.8%
-11.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.1% | +5.7% | +3.8% |
| 7D | 0.0% | -1.4% | +1.4% | +0.1% |
| 30D | -6.0% | -3.9% | -2.1% | -5.8% |
| 3M | -19.7% | -12.7% | -7.0% | -18.3% |
| 6M | +14.0% | -13.7% | +27.7% | +13.2% |
| YTD | +18.4% | +28.4% | -10.0% | +0.1% |
| 1Y | +17.1% | +21.8% | -4.6% | +2.3% |
| All | +17.1% | +28.8% | -11.6% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling