+42,373.9%
MCHP vs WEC
+2,528.6%
+39,845.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.2% | +1.7% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | -4.1% | -1.3% | -2.8% | -3.7% |
| 3M | -22.5% | -3.9% | -18.6% | -21.9% |
| 6M | +7.3% | -8.3% | +15.6% | +9.8% |
| YTD | +18.4% | +3.1% | +15.3% | +16.4% |
| 1Y | +18.1% | +1.9% | +16.2% | +16.1% |
| 3Y | -2.8% | +41.9% | -44.7% | -16.2% |
| 5Y | +5.5% | +30.8% | -25.3% | -7.4% |
| 10Y | +185.8% | +141.9% | +43.9% | +93.8% |
| All | +42,373.9% | +2,528.6% | +39,845.3% | +12,584.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling