+11.7%
MCHP vs RY
+41.3%
-29.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +2.8% |
| 7D | -22.6% | -0.6% | -22.0% | -21.6% |
| 30D | -20.1% | +6.1% | -26.3% | -23.5% |
| 3M | -25.4% | -3.4% | -22.1% | -22.8% |
| 6M | -38.4% | +12.8% | -51.2% | -43.8% |
| YTD | -3.7% | +21.0% | -24.7% | -20.5% |
| 1Y | +11.7% | +40.5% | -28.7% | -29.3% |
| All | +11.7% | +41.3% | -29.6% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling