+13.5%
MCHP vs TER
+222.9%
-209.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.6% | -0.8% |
| 7D | -2.1% | +9.4% | -11.5% | -5.1% |
| 30D | -11.1% | -2.4% | -8.7% | -10.8% |
| 3M | -18.1% | +6.5% | -24.6% | -20.4% |
| 6M | +10.8% | +23.2% | -12.4% | +1.0% |
| YTD | +14.2% | +91.5% | -77.2% | -10.4% |
| 1Y | +13.5% | +214.8% | -201.3% | -19.1% |
| All | +13.5% | +222.9% | -209.4% | -19.1% |
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