+6,950.2%
MCHP vs SUI
+4,109.4%
+2,840.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -1.5% | -8.6% | -9.5% |
| 7D | -24.6% | +6.2% | -30.8% | -26.4% |
| 30D | -25.2% | +8.6% | -33.8% | -27.9% |
| 3M | -21.1% | +1.0% | -22.1% | -21.8% |
| 6M | -42.7% | -2.6% | -40.1% | -43.0% |
| YTD | -6.9% | -0.1% | -6.7% | -8.5% |
| 1Y | +0.9% | +0.5% | +0.4% | -1.2% |
| 3Y | -16.2% | +15.3% | -31.5% | -23.4% |
| 5Y | -24.1% | -26.1% | +2.0% | -18.3% |
| 10Y | +134.1% | +117.8% | +16.2% | +67.7% |
| All | +6,950.2% | +4,109.4% | +2,840.8% | +2,107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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