+3,036.2%
MCHP vs PWR
+8,356.0%
-5,319.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.3% | -1.3% | +1.8% |
| 7D | -17.5% | +4.7% | -22.3% | -18.6% |
| 30D | -15.8% | -12.5% | -3.3% | -12.9% |
| 3M | -22.9% | -9.3% | -13.5% | -21.0% |
| 6M | -36.6% | -22.2% | -14.4% | -32.1% |
| YTD | -0.8% | +44.2% | -45.0% | -11.3% |
| 1Y | +16.5% | +35.5% | -19.0% | +6.0% |
| 3Y | -13.6% | +250.4% | -264.0% | -40.1% |
| 5Y | -17.0% | +425.6% | -442.6% | -48.5% |
| 10Y | +137.7% | +1,874.2% | -1,736.6% | +5.5% |
| All | +3,036.2% | +8,356.0% | -5,319.8% | +761.4% |
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 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