+29.9%
MCHP vs TECH
+19.5%
+10.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -5.4% | +0.1% | -5.4% | -5.4% |
| 30D | -7.5% | +0.2% | -7.8% | -7.6% |
| 3M | -6.0% | +1.0% | -7.0% | -6.1% |
| 6M | -20.1% | +33.3% | -53.3% | -22.6% |
| YTD | +20.2% | +24.2% | -4.0% | +14.6% |
| 1Y | +29.9% | +19.7% | +10.2% | +24.8% |
| All | +29.9% | +19.5% | +10.5% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling