+42,391.0%
MCHP vs EQT
+1,820.6%
+40,570.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +4.1% |
| 7D | 0.0% | -2.0% | +2.0% | +0.5% |
| 30D | -6.0% | 0.0% | -6.1% | -6.1% |
| 3M | -19.7% | +5.9% | -25.6% | -21.2% |
| 6M | +14.0% | -14.8% | +28.8% | +18.0% |
| YTD | +18.4% | +1.8% | +16.7% | +16.4% |
| 1Y | +17.1% | +7.4% | +9.8% | +13.2% |
| 3Y | +0.7% | +33.6% | -32.9% | -9.9% |
| 5Y | +5.1% | +199.3% | -194.2% | -28.4% |
| 10Y | +206.3% | +50.0% | +156.3% | +115.7% |
| All | +42,391.0% | +1,820.6% | +40,570.4% | +10,473.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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