+15.5%
MCHP vs U
+33.7%
-18.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.2% | -5.9% | -0.6% |
| 7D | +5.7% | +2.6% | +3.1% | +5.7% |
| 30D | -13.4% | +27.6% | -41.0% | -13.6% |
| 3M | -20.1% | +15.3% | -35.5% | -20.0% |
| 6M | -35.5% | +96.4% | -131.9% | -36.2% |
| YTD | -1.6% | +19.6% | -21.1% | +4.9% |
| 1Y | +15.5% | +42.1% | -26.6% | +15.6% |
| All | +15.5% | +33.7% | -18.2% | +15.6% |
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