+599.6%
MCHP vs UUUU
-92.5%
+692.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.4% | -1.4% |
| 7D | -2.1% | -5.0% | +2.9% | -1.7% |
| 30D | -11.1% | -7.8% | -3.3% | -10.6% |
| 3M | -18.1% | -0.4% | -17.6% | -18.1% |
| 6M | +10.8% | -32.9% | +43.7% | +14.1% |
| YTD | +14.2% | -6.3% | +20.5% | +13.4% |
| 1Y | +13.5% | +7.9% | +5.5% | +9.9% |
| 3Y | -2.0% | +85.2% | -87.2% | -11.8% |
| 5Y | +1.4% | +97.0% | -95.6% | -11.0% |
| 10Y | +195.5% | +492.6% | -297.1% | +128.7% |
| All | +599.6% | -92.5% | +692.1% | +455.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling