+3,644.0%
MCHP vs PWR
+8,583.6%
-4,939.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.2% |
| 7D | +1.7% | +3.6% | -1.9% | +0.7% |
| 30D | -4.1% | -8.6% | +4.5% | -1.6% |
| 3M | -22.5% | -13.2% | -9.4% | -19.2% |
| 6M | +7.3% | +9.9% | -2.6% | +4.4% |
| YTD | +18.4% | +48.0% | -29.7% | +5.5% |
| 1Y | +18.1% | +66.2% | -48.0% | +1.7% |
| 3Y | -2.8% | +195.1% | -197.9% | -29.3% |
| 5Y | +5.5% | +442.6% | -437.1% | -34.9% |
| 10Y | +185.8% | +2,334.2% | -2,148.4% | +21.2% |
| All | +3,644.0% | +8,583.6% | -4,939.6% | +924.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling