+0.5%
MCHP vs UAL
+127.4%
-126.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.8% | +0.2% |
| 7D | +2.8% | +3.4% | -0.7% | +1.2% |
| 30D | -12.8% | -16.5% | +3.6% | -5.9% |
| 3M | -19.2% | +2.8% | -22.0% | -20.5% |
| 6M | +14.5% | +17.6% | -3.0% | +4.8% |
| YTD | +17.1% | -3.2% | +20.3% | +15.5% |
| 1Y | +15.3% | +0.4% | +14.9% | +11.1% |
| 3Y | +0.5% | +128.2% | -127.7% | -36.5% |
| All | +0.5% | +127.4% | -126.9% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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