+29.9%
MCHP vs U
+17.5%
+12.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.9% | -8.2% | -3.6% |
| 7D | -5.4% | +7.5% | -12.9% | -5.8% |
| 30D | -7.5% | -7.0% | -0.5% | -7.2% |
| 3M | -6.0% | +20.6% | -26.6% | -6.6% |
| 6M | -20.1% | +53.2% | -73.2% | -21.2% |
| YTD | +20.2% | -3.9% | +24.1% | +26.0% |
| 1Y | +29.9% | +18.4% | +11.6% | +31.2% |
| All | +29.9% | +17.5% | +12.4% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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