+18.1%
MCHP vs PWR
+66.5%
-48.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.1% |
| 7D | +1.7% | +3.6% | -1.9% | -0.1% |
| 30D | -4.1% | -8.6% | +4.5% | +0.2% |
| 3M | -22.5% | -13.2% | -9.4% | -16.8% |
| 6M | +7.3% | +9.9% | -2.6% | +5.1% |
| YTD | +18.4% | +48.0% | -29.7% | +2.6% |
| 1Y | +18.1% | +66.2% | -48.0% | +2.3% |
| All | +18.1% | +66.5% | -48.4% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling