+199.5%
MCHP vs FHN
+128.3%
+71.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.1% | +3.9% |
| 7D | 0.0% | -1.2% | +1.2% | +0.5% |
| 30D | -6.0% | -4.8% | -1.2% | -4.2% |
| 3M | -19.7% | -0.7% | -19.0% | -19.6% |
| 6M | +14.0% | +10.6% | +3.4% | +9.6% |
| YTD | +18.4% | +4.6% | +13.8% | +16.0% |
| 1Y | +17.1% | +11.4% | +5.7% | +11.6% |
| 3Y | +0.7% | +132.3% | -131.5% | -27.0% |
| 5Y | +5.1% | +90.2% | -85.1% | -26.0% |
| All | +199.5% | +128.3% | +71.1% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded FHN 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling