+35,221.4%
MCHP vs GEN
+5,566.9%
+29,654.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.4% |
| 7D | +5.7% | +2.0% | +3.7% | +5.0% |
| 30D | -13.4% | +27.7% | -41.2% | -20.3% |
| 3M | -20.1% | +3.3% | -23.4% | -22.2% |
| 6M | -35.5% | +31.8% | -67.3% | -42.6% |
| YTD | -1.6% | +13.5% | -15.1% | -9.4% |
| 1Y | +15.5% | +16.0% | -0.6% | +5.6% |
| 3Y | -13.2% | +70.6% | -83.7% | -30.1% |
| 5Y | -17.5% | +32.1% | -49.6% | -29.4% |
| 10Y | +136.0% | +153.4% | -17.5% | +52.0% |
| All | +35,221.4% | +5,566.9% | +29,654.5% | +8,297.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 all: compounded portfolio wealth divided by compounded GEN 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…
all analysis · Full analysis span regression · 6 months rolling