+4.4%
MCHP vs SNAP
-92.8%
+97.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.1% |
| 7D | +0.3% | -5.0% | +5.4% | +1.3% |
| 30D | -9.8% | -0.7% | -9.0% | -10.0% |
| 3M | -19.7% | -5.0% | -14.7% | -19.5% |
| 6M | +13.6% | +3.5% | +10.1% | +10.8% |
| YTD | +16.5% | -34.2% | +50.7% | +24.1% |
| 1Y | +15.7% | -27.1% | +42.8% | +20.2% |
| 3Y | 0.0% | -43.5% | +43.4% | +4.2% |
| 5Y | +4.4% | -92.9% | +97.3% | +35.4% |
| All | +4.4% | -92.8% | +97.2% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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