+42,373.8%
MCHP vs GEN
+5,613.5%
+36,760.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +2.1% |
| 7D | +1.7% | -1.2% | +2.9% | +2.1% |
| 30D | -4.1% | +10.1% | -14.2% | -7.1% |
| 3M | -22.5% | +16.1% | -38.6% | -26.8% |
| 6M | +7.3% | +38.9% | -31.6% | -5.7% |
| YTD | +18.4% | +14.4% | +3.9% | +10.2% |
| 1Y | +18.1% | +5.9% | +12.3% | +12.9% |
| 3Y | -2.8% | +58.8% | -61.6% | -18.9% |
| 5Y | +5.5% | +24.7% | -19.2% | -6.8% |
| 10Y | +185.8% | +163.1% | +22.7% | +84.3% |
| All | +42,373.8% | +5,613.5% | +36,760.3% | +10,117.9% |
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