+14.0%
MCHP vs UUUU
-35.8%
+49.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.0% | +8.6% | +5.6% |
| 7D | 0.0% | -10.5% | +10.5% | +4.3% |
| 30D | -6.0% | -10.5% | +4.5% | -2.7% |
| 3M | -19.7% | -14.1% | -5.6% | -16.3% |
| 6M | +14.0% | -35.5% | +49.5% | +25.1% |
| All | +14.0% | -35.8% | +49.8% | +25.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling