+101.1%
MCHP vs DOW
-15.4%
+116.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | +2.8% | -2.9% | +5.7% | +4.4% |
| 30D | -12.8% | +2.0% | -14.8% | -14.2% |
| 3M | -19.2% | -12.5% | -6.7% | -14.5% |
| 6M | +14.5% | -9.2% | +23.7% | +14.0% |
| YTD | +17.1% | +30.8% | -13.7% | -9.8% |
| 1Y | +15.3% | +29.4% | -14.1% | -12.0% |
| 3Y | +0.5% | -34.6% | +35.0% | +18.6% |
| 5Y | +6.1% | -35.9% | +42.0% | +25.6% |
| All | +101.1% | -15.4% | +116.5% | +63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling