+6.1%
MCHP vs IBB
+20.0%
-13.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +1.1% |
| 7D | +2.8% | -1.7% | +4.4% | +4.4% |
| 30D | -12.8% | +4.9% | -17.7% | -17.5% |
| 3M | -19.2% | +24.2% | -43.4% | -35.9% |
| 6M | +14.5% | +23.8% | -9.3% | -9.5% |
| YTD | +17.1% | +23.0% | -5.8% | -7.3% |
| 1Y | +15.3% | +46.2% | -30.8% | -24.3% |
| 3Y | +0.5% | +64.8% | -64.4% | -41.5% |
| 5Y | +6.1% | +20.9% | -14.8% | -22.6% |
| All | +6.1% | +20.0% | -13.9% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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