+13.5%
MCHP vs GD
+12.4%
+1.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.1% |
| 7D | -2.1% | -3.2% | +1.1% | -1.4% |
| 30D | -11.1% | -9.6% | -1.5% | -9.0% |
| 3M | -18.1% | +4.3% | -22.4% | -19.3% |
| 6M | +10.8% | +0.5% | +10.3% | +9.3% |
| YTD | +14.2% | +6.6% | +7.6% | +7.2% |
| 1Y | +13.5% | +11.6% | +1.9% | +5.9% |
| All | +13.5% | +12.4% | +1.1% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GD 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling