-0.6%
MCHP vs UUUU
+88.5%
-89.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.4% | -0.7% |
| 7D | -2.1% | -5.0% | +2.9% | -1.1% |
| 30D | -11.1% | -7.8% | -3.3% | -9.9% |
| 3M | -18.1% | -0.4% | -17.6% | -18.2% |
| 6M | +10.8% | -32.9% | +43.7% | +17.7% |
| YTD | +14.2% | -6.3% | +20.5% | +11.1% |
| 1Y | +13.5% | +7.9% | +5.5% | +3.2% |
| 3Y | -2.0% | +85.2% | -87.2% | -28.3% |
| All | -0.6% | +88.5% | -89.2% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling