+199.5%
MCHP vs WEC
+146.6%
+52.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | 0.0% | -0.6% | +0.6% | +0.2% |
| 30D | -6.0% | -2.6% | -3.4% | -5.4% |
| 3M | -19.7% | -6.0% | -13.6% | -18.6% |
| 6M | +14.0% | -5.4% | +19.5% | +15.1% |
| YTD | +18.4% | +2.5% | +16.0% | +16.9% |
| 1Y | +17.1% | -0.7% | +17.8% | +16.2% |
| 3Y | +0.7% | +38.7% | -38.0% | -10.9% |
| 5Y | +5.1% | +31.7% | -26.6% | -6.2% |
| All | +199.5% | +146.6% | +52.9% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded WEC 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling