-17.3%
MCHP vs GE
+405.3%
-422.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.8% |
| 7D | +5.7% | +2.7% | +3.1% | +4.0% |
| 30D | -13.4% | +8.1% | -21.5% | -17.6% |
| 3M | -20.1% | -7.9% | -12.3% | -16.5% |
| 6M | -35.5% | +12.9% | -48.4% | -40.9% |
| YTD | -1.6% | +8.2% | -9.7% | -9.0% |
| 1Y | +15.5% | +9.7% | +5.8% | +5.5% |
| 3Y | -13.2% | +266.1% | -279.3% | -65.8% |
| All | -17.3% | +405.3% | -422.6% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling