+10.0%
MCHP vs RGTI
+54.2%
-44.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +2.9% | +3.6% |
| 7D | 0.0% | +0.5% | -0.4% | 0.0% |
| 30D | -6.0% | -17.1% | +11.1% | -4.5% |
| 3M | -19.7% | -26.0% | +6.3% | -17.7% |
| 6M | +14.0% | -9.9% | +23.9% | +13.7% |
| YTD | +18.4% | -31.1% | +49.5% | +20.0% |
| 1Y | +17.1% | -8.5% | +25.6% | +14.3% |
| 3Y | +0.7% | +652.2% | -651.5% | -29.8% |
| 5Y | +5.1% | +56.8% | -51.7% | -22.5% |
| All | +10.0% | +54.2% | -44.3% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 10y: compounded portfolio wealth divided by compounded RGTI 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…
10y analysis · Full analysis span regression · 6 months rolling