+1.4%
MCHP vs WPM
+252.7%
-251.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -0.9% |
| 7D | -2.1% | -3.6% | +1.5% | -1.1% |
| 30D | -11.1% | +12.5% | -23.6% | -14.4% |
| 3M | -18.1% | +40.6% | -58.7% | -25.8% |
| 6M | +10.8% | +0.5% | +10.2% | +8.7% |
| YTD | +14.2% | +29.0% | -14.8% | +4.7% |
| 1Y | +13.5% | +43.8% | -30.3% | +0.5% |
| 3Y | -2.0% | +266.3% | -268.3% | -35.3% |
| 5Y | +1.4% | +255.1% | -253.7% | -38.9% |
| All | +1.4% | +252.7% | -251.3% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling