+0.7%
MCHP vs MGY
+25.2%
-24.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | 0.0% | +3.5% | -3.5% | -1.4% |
| 30D | -6.0% | +5.3% | -11.3% | -8.2% |
| 3M | -19.7% | +2.6% | -22.3% | -21.3% |
| 6M | +14.0% | -3.3% | +17.3% | +12.9% |
| YTD | +18.4% | +29.2% | -10.8% | -2.3% |
| 1Y | +17.1% | +18.0% | -0.9% | +1.7% |
| 3Y | +0.7% | +30.0% | -29.3% | -18.4% |
| All | +0.7% | +25.2% | -24.4% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 3y: compounded portfolio wealth divided by compounded MGY 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…
3y analysis · Full analysis span regression · 6 months rolling