+0.7%
MCHP vs INDA
+7.9%
-7.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +2.6% |
| 7D | 0.0% | -2.7% | +2.7% | +3.2% |
| 30D | -6.0% | -2.8% | -3.3% | -3.1% |
| 3M | -19.7% | +1.6% | -21.3% | -20.7% |
| 6M | +14.0% | -1.4% | +15.5% | +16.0% |
| YTD | +18.4% | -10.1% | +28.6% | +33.3% |
| 1Y | +17.1% | -8.8% | +25.9% | +28.4% |
| 3Y | +0.7% | +7.6% | -6.9% | -12.5% |
| All | +0.7% | +7.9% | -7.1% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling