+1,855.1%
MCHP vs LII
+3,124.4%
-1,269.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.3% | +1.0% |
| 7D | +1.7% | -0.7% | +2.4% | +2.0% |
| 30D | -4.1% | -12.6% | +8.5% | +1.5% |
| 3M | -22.5% | -24.4% | +1.9% | -13.8% |
| 6M | +7.3% | -28.7% | +36.0% | +22.1% |
| YTD | +18.4% | -19.1% | +37.5% | +27.6% |
| 1Y | +18.1% | -29.7% | +47.8% | +34.6% |
| 3Y | -2.8% | +4.8% | -7.6% | -5.3% |
| 5Y | +5.5% | +24.6% | -19.1% | -4.9% |
| 10Y | +185.8% | +169.2% | +16.6% | +92.7% |
| All | +1,855.1% | +3,124.4% | -1,269.3% | +336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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