+82.9%
MCHP vs SE
+562.7%
-479.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.7% |
| 7D | -2.1% | -4.8% | +2.7% | -0.9% |
| 30D | -11.1% | -18.1% | +7.0% | -6.7% |
| 3M | -18.1% | +30.6% | -48.7% | -24.3% |
| 6M | +10.8% | +20.8% | -10.0% | +3.6% |
| YTD | +14.2% | -15.6% | +29.8% | +16.5% |
| 1Y | +13.5% | -44.2% | +57.7% | +28.2% |
| 3Y | -2.0% | +181.5% | -183.5% | -28.9% |
| 5Y | +1.4% | -66.9% | +68.3% | +12.7% |
| All | +82.9% | +562.7% | -479.8% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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