+15.5%
MCHP vs Q
+29.7%
-14.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +1.4% |
| 7D | +5.7% | +1.2% | +4.5% | +4.9% |
| 30D | -13.4% | -2.7% | -10.8% | -12.4% |
| 3M | -20.1% | -16.9% | -3.2% | -11.7% |
| 6M | -35.5% | -26.9% | -8.7% | -23.7% |
| YTD | -1.6% | +45.2% | -46.8% | -16.5% |
| 1Y | +15.5% | +38.1% | -22.7% | +0.7% |
| All | +15.5% | +29.7% | -14.2% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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