+1,383.2%
STX vs MCHP
+0.1%
+1,383.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.1% | +7.6% | +7.0% |
| 7D | +10.7% | +2.8% | +8.0% | +9.3% |
| 30D | +11.3% | -12.8% | +24.1% | +18.5% |
| 3M | +3.2% | -19.2% | +22.4% | +13.9% |
| 6M | +157.0% | +14.5% | +142.4% | +144.4% |
| YTD | +229.2% | +17.1% | +212.1% | +213.2% |
| 1Y | +381.8% | +15.3% | +366.5% | +357.2% |
| 3Y | +1,383.2% | +0.5% | +1,382.7% | +1,298.5% |
| All | +1,383.2% | +0.1% | +1,383.1% | +1,298.5% |
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