+18.1%
MCHP vs TER
+203.7%
-185.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.4% | -4.0% | -0.4% |
| 7D | +1.7% | +0.6% | +1.1% | +1.5% |
| 30D | -4.1% | -8.3% | +4.2% | -1.7% |
| 3M | -22.5% | -12.2% | -10.3% | -20.3% |
| 6M | +7.3% | +17.0% | -9.7% | -0.6% |
| YTD | +18.4% | +84.6% | -66.2% | -5.9% |
| 1Y | +18.1% | +199.8% | -181.7% | -13.3% |
| All | +18.1% | +203.7% | -185.6% | -13.3% |
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