+52.5%
SOXX vs MCHP
+25.9%
+26.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.1% | -0.9% |
| 7D | -13.7% | -5.4% | -8.3% | -10.3% |
| 30D | -23.6% | -7.5% | -16.0% | -19.4% |
| 3M | -16.9% | -6.0% | -10.8% | -13.8% |
| 6M | -2.4% | -20.1% | +17.7% | +13.4% |
| YTD | +49.8% | +20.2% | +29.6% | +41.5% |
| 1Y | +52.5% | +29.9% | +22.6% | +40.0% |
| All | +52.5% | +25.9% | +26.6% | +40.0% |
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