+0.5%
MCHP vs TER
+278.1%
-277.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.2% | -5.3% | -3.1% |
| 7D | +2.8% | +11.0% | -8.2% | -2.4% |
| 30D | -12.8% | -1.9% | -11.0% | -12.8% |
| 3M | -19.2% | -0.7% | -18.5% | -21.3% |
| 6M | +14.5% | +36.4% | -21.8% | -9.7% |
| YTD | +17.1% | +92.4% | -75.3% | -26.5% |
| 1Y | +15.3% | +213.5% | -198.2% | -48.1% |
| 3Y | +0.5% | +277.2% | -276.8% | -65.4% |
| All | +0.5% | +278.1% | -277.7% | -65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling