+29.9%
MCHP vs GE
+8.3%
+21.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.7% | -6.0% | -4.3% |
| 7D | -5.4% | +9.4% | -14.8% | -8.5% |
| 30D | -7.5% | +7.5% | -15.1% | -10.1% |
| 3M | -6.0% | -12.5% | +6.5% | -1.8% |
| 6M | -20.1% | +17.8% | -37.8% | -24.7% |
| YTD | +20.2% | +7.4% | +12.8% | +16.8% |
| 1Y | +29.9% | +8.9% | +21.1% | +27.6% |
| All | +29.9% | +8.3% | +21.6% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 1y: compounded portfolio wealth divided by compounded GE 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…
1y analysis · Full analysis span regression · 6 months rolling