+29.9%
MCHP vs TER
+42.7%
-12.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.8% | +3.5% | -0.8% |
| 7D | -5.4% | -19.9% | +14.5% | +2.3% |
| 30D | -7.5% | -43.5% | +36.0% | +13.2% |
| 3M | -6.0% | -37.8% | +31.7% | +10.0% |
| 6M | -20.1% | -25.6% | +5.5% | -12.1% |
| YTD | +20.2% | +29.8% | -9.6% | -3.6% |
| 1Y | +29.9% | +43.2% | -13.2% | -2.1% |
| All | +29.9% | +42.7% | -12.7% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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