+133.4%
MCHP vs RY
+354.4%
-220.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +2.8% |
| 7D | -22.6% | -0.6% | -22.0% | -21.8% |
| 30D | -20.1% | +6.1% | -26.3% | -24.4% |
| 3M | -25.4% | -3.4% | -22.1% | -22.7% |
| 6M | -38.4% | +12.8% | -51.2% | -45.3% |
| YTD | -3.7% | +21.0% | -24.7% | -20.6% |
| 1Y | +11.7% | +40.5% | -28.7% | -20.5% |
| 3Y | -16.1% | +159.9% | -176.0% | -67.6% |
| 5Y | -16.9% | +125.0% | -141.9% | -63.0% |
| 10Y | +133.4% | +350.6% | -217.2% | -32.4% |
| All | +133.4% | +354.4% | -220.9% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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