+6.1%
MCHP vs PWR
+458.8%
-452.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -2.4% |
| 7D | +2.8% | +4.5% | -1.8% | +0.3% |
| 30D | -12.8% | -4.9% | -7.9% | -10.6% |
| 3M | -19.2% | -7.9% | -11.3% | -15.7% |
| 6M | +14.5% | +18.3% | -3.8% | +3.7% |
| YTD | +17.1% | +51.5% | -34.4% | -8.5% |
| 1Y | +15.3% | +70.3% | -55.0% | -16.2% |
| 3Y | +0.5% | +210.6% | -210.1% | -51.5% |
| 5Y | +6.1% | +456.7% | -450.6% | -66.4% |
| All | +6.1% | +458.8% | -452.8% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling