+4,609.2%
MU vs MCHP
+140.4%
+4,468.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.0% | +8.9% | +9.7% |
| 7D | +2.0% | -17.5% | +19.6% | +17.8% |
| 30D | -18.0% | -15.8% | -2.1% | -6.6% |
| 3M | -6.6% | -22.9% | +16.3% | +12.9% |
| 6M | +2.0% | -36.6% | +38.6% | +45.1% |
| YTD | +184.5% | -0.8% | +185.3% | +189.1% |
| 1Y | +236.9% | +16.5% | +220.3% | +201.3% |
| 3Y | +987.0% | -13.6% | +1,000.6% | +1,019.8% |
| 5Y | +1,014.6% | -17.0% | +1,031.6% | +1,028.0% |
| 10Y | +4,609.2% | +137.7% | +4,471.5% | +1,815.5% |
| All | +4,609.2% | +140.4% | +4,468.8% | +1,815.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 10y: compounded portfolio wealth divided by compounded MCHP 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…
10y analysis · Full analysis span regression · 6 months rolling