+7.0%
WMT vs MCHP
+18.9%
-11.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.2% |
| 7D | +3.9% | +1.7% | +2.2% | +4.0% |
| 30D | -4.4% | -4.1% | -0.3% | -4.5% |
| 3M | -8.8% | -22.5% | +13.7% | -8.8% |
| 6M | -15.6% | +7.3% | -22.9% | -16.3% |
| YTD | -3.2% | +18.4% | -21.6% | -4.2% |
| 1Y | +7.0% | +18.1% | -11.1% | +6.5% |
| All | +7.0% | +18.9% | -11.9% | +6.5% |
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