+2,396.1%
MUU vs MCHP
+2.0%
+2,394.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -6.0% |
| 7D | -8.2% | 0.0% | -8.3% | -8.3% |
| 30D | +10.2% | -6.0% | +16.2% | +20.1% |
| 3M | -26.5% | -19.7% | -6.8% | +8.0% |
| 6M | +227.2% | +14.0% | +213.2% | +232.4% |
| YTD | +527.4% | +18.4% | +509.0% | +531.0% |
| 1Y | +1,843.7% | +17.1% | +1,826.6% | +1,885.7% |
| All | +2,396.1% | +2.0% | +2,394.0% | +2,661.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling