+41,921.5%
MCHP vs SHW
+9,692.9%
+32,228.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | 0.0% |
| 7D | +2.8% | -1.2% | +3.9% | +3.3% |
| 30D | -12.8% | -11.6% | -1.2% | -7.5% |
| 3M | -19.2% | +9.1% | -28.3% | -23.2% |
| 6M | +14.5% | -0.7% | +15.2% | +13.8% |
| YTD | +17.1% | +1.4% | +15.8% | +15.3% |
| 1Y | +15.3% | -12.3% | +27.6% | +21.4% |
| 3Y | +0.5% | +23.4% | -22.9% | -10.1% |
| 5Y | +6.1% | +15.0% | -8.9% | -3.7% |
| 10Y | +192.2% | +278.3% | -86.0% | +55.3% |
| All | +41,921.5% | +9,692.9% | +32,228.6% | +4,768.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 all: compounded portfolio wealth divided by compounded SHW 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…
all analysis · Full analysis span regression · 6 months rolling