+199.5%
MCHP vs UUUU
+465.5%
-266.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.0% | +8.6% | +4.5% |
| 7D | 0.0% | -10.5% | +10.5% | +1.9% |
| 30D | -6.0% | -10.5% | +4.5% | -4.5% |
| 3M | -19.7% | -14.1% | -5.6% | -17.7% |
| 6M | +14.0% | -35.5% | +49.5% | +21.4% |
| YTD | +18.4% | -10.9% | +29.4% | +16.9% |
| 1Y | +17.1% | +3.4% | +13.8% | +9.5% |
| 3Y | +0.7% | +73.1% | -72.4% | -19.7% |
| 5Y | +5.1% | +87.1% | -82.0% | -21.7% |
| All | +199.5% | +465.5% | -266.1% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling