+20.7%
XLK vs MCHP
+25.9%
-5.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +1.1% |
| 7D | -7.6% | -5.4% | -2.2% | -5.9% |
| 30D | -12.2% | -7.5% | -4.6% | -10.0% |
| 3M | -5.5% | -6.0% | +0.6% | -4.0% |
| 6M | +9.2% | -20.1% | +29.2% | +15.7% |
| YTD | +23.0% | +20.2% | +2.8% | +17.8% |
| 1Y | +20.7% | +29.9% | -9.2% | +14.2% |
| All | +20.7% | +25.9% | -5.2% | +14.2% |
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 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