+33,014.2%
MU vs MCHP
+33,598.8%
-584.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | 0.0% |
| 7D | -15.2% | -22.6% | +7.4% | -1.6% |
| 30D | -29.5% | -20.1% | -9.4% | -19.6% |
| 3M | -15.8% | -25.4% | +9.7% | -0.3% |
| 6M | -2.9% | -38.4% | +35.6% | +30.8% |
| YTD | +154.2% | -3.7% | +158.0% | +163.9% |
| 1Y | +186.6% | +11.7% | +174.9% | +171.7% |
| 3Y | +871.5% | -16.1% | +887.6% | +939.6% |
| 5Y | +911.7% | -16.9% | +928.6% | +973.0% |
| 10Y | +4,277.4% | +133.4% | +4,144.0% | +2,569.9% |
| All | +33,014.2% | +33,598.8% | -584.6% | +5,772.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling