+199.5%
MCHP vs GE
+151.5%
+47.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.8% | +3.7% |
| 7D | 0.0% | -4.0% | +4.0% | +1.9% |
| 30D | -6.0% | -11.4% | +5.4% | -1.0% |
| 3M | -19.7% | -2.6% | -17.1% | -19.0% |
| 6M | +14.0% | -0.3% | +14.4% | +13.1% |
| YTD | +18.4% | +5.4% | +13.1% | +14.0% |
| 1Y | +17.1% | +15.5% | +1.6% | +7.9% |
| 3Y | +0.7% | +260.8% | -260.1% | -43.6% |
| 5Y | +5.1% | +421.6% | -416.6% | -50.2% |
| All | +199.5% | +151.5% | +47.9% | +30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling