+41,709.6%
MCHP vs MKC
+1,652.1%
+40,057.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +0.3% | -4.3% | +4.7% | +1.7% |
| 30D | -9.8% | -3.1% | -6.7% | -9.0% |
| 3M | -19.7% | +6.8% | -26.5% | -22.2% |
| 6M | +13.6% | -18.3% | +31.9% | +19.3% |
| YTD | +16.5% | -23.1% | +39.6% | +24.3% |
| 1Y | +15.7% | -23.7% | +39.4% | +23.3% |
| 3Y | 0.0% | -31.0% | +31.0% | +8.8% |
| 5Y | +4.4% | -33.5% | +37.9% | +13.0% |
| 10Y | +201.4% | +30.3% | +171.1% | +155.3% |
| All | +41,709.6% | +1,652.1% | +40,057.5% | +17,289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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