+17.1%
MCHP vs GM
+50.1%
-33.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.2% | +3.8% |
| 7D | 0.0% | -2.4% | +2.5% | +0.8% |
| 30D | -6.0% | -1.1% | -4.9% | -5.8% |
| 3M | -19.7% | +6.1% | -25.8% | -21.5% |
| 6M | +14.0% | +15.0% | -0.9% | +8.9% |
| YTD | +18.4% | +6.0% | +12.4% | +14.1% |
| 1Y | +17.1% | +47.1% | -30.0% | +7.9% |
| All | +17.1% | +50.1% | -33.0% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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