+13.5%
MCHP vs PWR
+62.4%
-49.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.3% |
| 7D | -2.1% | -0.2% | -1.9% | -2.0% |
| 30D | -11.1% | -7.7% | -3.4% | -7.6% |
| 3M | -18.1% | -4.9% | -13.2% | -15.2% |
| 6M | +10.8% | +9.7% | +1.0% | +8.6% |
| YTD | +14.2% | +46.7% | -32.4% | -1.5% |
| 1Y | +13.5% | +58.7% | -45.3% | -4.9% |
| All | +13.5% | +62.4% | -49.0% | -4.9% |
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