+96.2%
SMH vs MCHP
+18.9%
+77.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +1.8% |
| 7D | +2.5% | +1.7% | +0.8% | +1.6% |
| 30D | -0.5% | -4.1% | +3.6% | +1.2% |
| 3M | -9.6% | -22.5% | +12.9% | +3.2% |
| 6M | +42.1% | +7.3% | +34.8% | +39.9% |
| YTD | +57.4% | +18.4% | +39.1% | +48.3% |
| 1Y | +96.2% | +18.1% | +78.1% | +88.5% |
| All | +96.2% | +18.9% | +77.3% | +88.5% |
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 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