+199.5%
MCHP vs SPXS
-99.6%
+299.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +2.3% |
| 7D | 0.0% | +2.5% | -2.5% | +1.5% |
| 30D | -6.0% | +4.2% | -10.2% | -3.6% |
| 3M | -19.7% | -9.3% | -10.4% | -22.1% |
| 6M | +14.0% | -30.7% | +44.7% | -2.0% |
| YTD | +18.4% | -28.1% | +46.5% | +4.7% |
| 1Y | +17.1% | -35.1% | +52.2% | -0.2% |
| 3Y | +0.7% | -79.6% | +80.3% | -42.2% |
| 5Y | +5.1% | -86.3% | +91.4% | -35.2% |
| All | +199.5% | -99.6% | +299.0% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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