+40,890.7%
MCHP vs SU
+382,999.4%
-342,108.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.8% | -2.0% |
| 7D | -2.1% | +1.7% | -3.8% | -2.1% |
| 30D | -11.1% | +9.6% | -20.7% | -11.1% |
| 3M | -18.1% | +11.7% | -29.8% | -18.1% |
| 6M | +10.8% | +21.9% | -11.1% | +10.7% |
| YTD | +14.2% | +58.6% | -44.4% | +14.1% |
| 1Y | +13.5% | +66.5% | -53.1% | +13.4% |
| 3Y | -2.0% | +121.4% | -123.4% | -2.1% |
| 5Y | +1.4% | +355.7% | -354.3% | +1.1% |
| 10Y | +195.5% | +264.2% | -68.7% | +194.7% |
| All | +40,890.7% | +382,999.4% | -342,108.7% | +39,756.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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