+29.3%
V vs MCHP
+25.9%
+3.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.3% | +7.1% | +3.8% |
| 7D | +9.0% | -5.4% | +14.4% | +8.9% |
| 30D | +18.1% | -7.5% | +25.6% | +18.0% |
| 3M | +18.3% | -6.0% | +24.4% | +18.4% |
| 6M | +34.1% | -20.1% | +54.2% | +34.5% |
| YTD | +25.2% | +20.2% | +5.0% | +18.7% |
| 1Y | +29.3% | +29.9% | -0.6% | +21.8% |
| All | +29.3% | +25.9% | +3.4% | +21.8% |
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