+18.1%
MCHP vs WPM
+53.7%
-35.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.8% |
| 7D | +1.7% | +1.1% | +0.6% | +1.3% |
| 30D | -4.1% | +26.4% | -30.4% | -10.8% |
| 3M | -22.5% | +20.8% | -43.3% | -27.6% |
| 6M | +7.3% | +1.1% | +6.2% | +2.7% |
| YTD | +18.4% | +32.5% | -14.1% | +10.5% |
| 1Y | +18.1% | +51.5% | -33.4% | +14.3% |
| All | +18.1% | +53.7% | -35.6% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling