+199.5%
MCHP vs FIS
-39.8%
+239.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | 0.0% | -7.9% | +7.9% | +4.0% |
| 30D | -6.0% | -8.0% | +1.9% | -2.7% |
| 3M | -19.7% | +0.6% | -20.3% | -21.9% |
| 6M | +14.0% | -22.2% | +36.2% | +25.2% |
| YTD | +18.4% | -40.8% | +59.2% | +50.1% |
| 1Y | +17.1% | -41.5% | +58.6% | +49.0% |
| 3Y | +0.7% | -25.5% | +26.2% | +8.8% |
| 5Y | +5.1% | -64.8% | +69.9% | +71.5% |
| All | +199.5% | -39.8% | +239.2% | +252.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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