+201.4%
MCHP vs PAAS
+218.1%
-16.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -1.2% |
| 7D | +0.3% | +2.6% | -2.3% | -0.2% |
| 30D | -9.8% | +2.5% | -12.2% | -10.4% |
| 3M | -19.7% | +15.1% | -34.8% | -22.0% |
| 6M | +13.6% | -12.1% | +25.6% | +15.3% |
| YTD | +16.5% | +3.1% | +13.5% | +14.2% |
| 1Y | +15.7% | +50.8% | -35.1% | +4.9% |
| 3Y | 0.0% | +259.5% | -259.5% | -24.3% |
| 5Y | +4.4% | +126.3% | -121.9% | -17.2% |
| 10Y | +201.4% | +239.7% | -38.4% | +116.6% |
| All | +201.4% | +218.1% | -16.7% | +116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling