+8,766.2%
MCHP vs SUI
+3,975.5%
+4,790.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.5% |
| 7D | +2.8% | -3.1% | +5.9% | +4.0% |
| 30D | -12.8% | -2.3% | -10.5% | -12.1% |
| 3M | -19.2% | -2.8% | -16.4% | -19.1% |
| 6M | +14.5% | -12.4% | +26.9% | +19.3% |
| YTD | +17.1% | -3.3% | +20.4% | +17.1% |
| 1Y | +15.3% | -5.8% | +21.1% | +16.2% |
| 3Y | +0.5% | +12.5% | -12.0% | -7.0% |
| 5Y | +6.1% | -32.9% | +38.9% | +18.8% |
| 10Y | +192.2% | +104.4% | +87.8% | +115.2% |
| All | +8,766.2% | +3,975.5% | +4,790.7% | +2,725.5% |
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