+42,391.0%
MCHP vs TECH
+8,981.4%
+33,409.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | 0.0% | -0.4% | +0.5% | +0.2% |
| 30D | -6.0% | 0.0% | -6.0% | -6.0% |
| 3M | -19.7% | +33.7% | -53.3% | -27.3% |
| 6M | +14.0% | +34.9% | -20.9% | +0.9% |
| YTD | +18.4% | +23.2% | -4.7% | +7.5% |
| 1Y | +17.1% | +36.3% | -19.2% | +2.4% |
| 3Y | +0.7% | +2.3% | -1.6% | -4.6% |
| 5Y | +5.1% | -42.9% | +48.0% | +17.5% |
| 10Y | +206.3% | +188.4% | +17.9% | +117.8% |
| All | +42,391.0% | +8,981.4% | +33,409.6% | +14,810.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling