+40.0%
PATH vs MCHP
+18.9%
+21.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.4% | -18.1% | -16.8% |
| 7D | -16.3% | +1.7% | -18.0% | -16.5% |
| 30D | +9.9% | -4.1% | +14.0% | +10.0% |
| 3M | +30.2% | -22.5% | +52.7% | +32.5% |
| 6M | +37.2% | +7.3% | +29.9% | +27.2% |
| YTD | -7.3% | +18.4% | -25.7% | -21.1% |
| 1Y | +40.0% | +18.1% | +21.9% | +23.0% |
| All | +40.0% | +18.9% | +21.1% | +23.0% |
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 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