+6.1%
MCHP vs RY
+140.3%
-134.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.3% |
| 7D | +2.8% | +2.7% | 0.0% | 0.0% |
| 30D | -12.8% | -1.0% | -11.8% | -12.1% |
| 3M | -19.2% | +7.6% | -26.9% | -25.2% |
| 6M | +14.5% | +29.5% | -14.9% | -12.1% |
| YTD | +17.1% | +24.2% | -7.0% | -6.8% |
| 1Y | +15.3% | +46.4% | -31.1% | -22.5% |
| 3Y | +0.5% | +159.4% | -159.0% | -62.6% |
| 5Y | +6.1% | +141.8% | -135.8% | -57.1% |
| All | +6.1% | +140.3% | -134.2% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling