+3,058.1%
WMT vs MCHP
+40,681.5%
-37,623.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -0.2% | +0.3% | -0.6% | -0.3% |
| 30D | -5.8% | -9.8% | +3.9% | -4.9% |
| 3M | -10.8% | -19.7% | +8.9% | -9.2% |
| 6M | -14.3% | +13.6% | -27.9% | -16.3% |
| YTD | -4.4% | +16.5% | -20.9% | -7.1% |
| 1Y | +4.3% | +15.7% | -11.4% | +1.2% |
| 3Y | +100.1% | 0.0% | +100.1% | +92.2% |
| 5Y | +130.8% | +4.4% | +126.4% | +117.1% |
| 10Y | +433.7% | +201.4% | +232.3% | +333.7% |
| All | +3,058.1% | +40,681.5% | -37,623.4% | +1,782.0% |
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 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