+29.9%
MCHP vs TXT
+9.2%
+20.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.7% |
| 7D | -5.4% | +10.6% | -16.0% | -10.2% |
| 30D | -7.5% | +14.4% | -21.9% | -13.9% |
| 3M | -6.0% | -2.7% | -3.3% | -4.3% |
| 6M | -20.1% | -4.7% | -15.4% | -18.0% |
| YTD | +20.2% | -0.5% | +20.8% | +15.3% |
| 1Y | +29.9% | +8.7% | +21.2% | +8.3% |
| All | +29.9% | +9.2% | +20.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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