+1,158.0%
MCHP vs IBB
+562.7%
+595.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +5.7% | -0.5% | +6.2% | +6.2% |
| 30D | -13.4% | +4.6% | -18.0% | -16.1% |
| 3M | -20.1% | +6.8% | -27.0% | -24.5% |
| 6M | -35.5% | +23.1% | -58.6% | -45.6% |
| YTD | -1.6% | +26.0% | -27.6% | -18.8% |
| 1Y | +15.5% | +30.4% | -14.9% | -7.2% |
| 3Y | -13.2% | +85.4% | -98.6% | -45.8% |
| 5Y | -17.5% | +39.7% | -57.2% | -35.7% |
| 10Y | +136.0% | +127.1% | +8.9% | +33.0% |
| All | +1,158.0% | +562.7% | +595.3% | +155.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling