+42,373.8%
MCHP vs TER
+9,037.2%
+33,336.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.5% | -4.0% | -1.3% |
| 7D | +1.7% | +0.6% | +1.1% | +1.3% |
| 30D | -4.1% | -8.3% | +4.2% | -0.7% |
| 3M | -22.5% | -12.2% | -10.3% | -19.8% |
| 6M | +7.3% | +17.1% | -9.8% | -7.7% |
| YTD | +18.4% | +84.7% | -66.3% | -20.6% |
| 1Y | +18.1% | +199.9% | -181.8% | -39.5% |
| 3Y | -2.8% | +232.8% | -235.5% | -53.9% |
| 5Y | +5.5% | +198.6% | -193.1% | -47.5% |
| 10Y | +185.8% | +1,669.7% | -1,483.9% | -38.5% |
| All | +42,373.8% | +9,037.2% | +33,336.7% | +2,434.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling