+1.4%
MCHP vs SPY
+79.8%
-78.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.9% |
| 7D | -2.1% | -2.0% | -0.1% | +1.5% |
| 30D | -11.1% | -1.7% | -9.5% | -8.4% |
| 3M | -18.1% | +4.7% | -22.8% | -23.7% |
| 6M | +10.8% | +12.5% | -1.7% | -8.6% |
| YTD | +14.2% | +11.7% | +2.5% | -4.6% |
| 1Y | +13.5% | +17.5% | -4.0% | -13.0% |
| 3Y | -2.0% | +76.6% | -78.6% | -60.1% |
| 5Y | +1.4% | +82.0% | -80.6% | -57.9% |
| All | +1.4% | +79.8% | -78.4% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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