+28,004.5%
WDC vs MCHP
+40,888.2%
-12,883.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.6% |
| 7D | +6.0% | +2.8% | +3.2% | +4.7% |
| 30D | +9.9% | -12.8% | +22.8% | +16.7% |
| 3M | -9.4% | -19.2% | +9.8% | +0.3% |
| 6M | +94.7% | +14.5% | +80.2% | +85.8% |
| YTD | +177.4% | +17.1% | +160.2% | +163.5% |
| 1Y | +412.6% | +15.3% | +397.3% | +384.3% |
| 3Y | +1,359.8% | +0.5% | +1,359.3% | +1,290.2% |
| 5Y | +992.6% | +6.1% | +986.5% | +909.6% |
| 10Y | +1,245.5% | +192.2% | +1,053.3% | +740.2% |
| All | +28,004.5% | +40,888.2% | -12,883.7% | +3,616.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling