+504.3%
MUU vs MCHP
+25.9%
+478.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.3% | -10.7% | -8.6% |
| 7D | -35.9% | -5.4% | -30.5% | -29.2% |
| 30D | -47.1% | -7.5% | -39.6% | -39.3% |
| 3M | -29.8% | -6.0% | -23.8% | -25.1% |
| 6M | +16.0% | -20.1% | +36.1% | +95.8% |
| YTD | +286.1% | +20.2% | +265.8% | +309.2% |
| 1Y | +504.3% | +29.9% | +474.4% | +530.3% |
| All | +504.3% | +25.9% | +478.4% | +530.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling