+1,346.4%
MU vs MCHP
+5.4%
+1,341.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.1% |
| 7D | +7.5% | +0.3% | +7.2% | +7.3% |
| 30D | +19.4% | -9.8% | +29.1% | +28.1% |
| 3M | +9.8% | -19.7% | +29.5% | +29.6% |
| 6M | +164.1% | +13.6% | +150.6% | +147.1% |
| YTD | +260.3% | +16.5% | +243.8% | +232.1% |
| 1Y | +661.2% | +15.7% | +645.5% | +597.9% |
| 3Y | +1,380.8% | 0.0% | +1,380.9% | +1,304.8% |
| 5Y | +1,346.4% | +4.4% | +1,342.0% | +1,164.4% |
| All | +1,346.4% | +5.4% | +1,341.0% | +1,164.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling