+188.9%
MCHP vs NDAQ
+370.8%
-182.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -0.4% |
| 7D | -2.1% | -6.8% | +4.7% | +2.5% |
| 30D | -11.1% | -3.2% | -8.0% | -9.4% |
| 3M | -18.1% | +6.5% | -24.6% | -22.9% |
| 6M | +10.8% | +5.7% | +5.0% | +3.6% |
| YTD | +14.2% | -4.6% | +18.9% | +14.0% |
| 1Y | +13.5% | -1.6% | +15.0% | +10.3% |
| 3Y | -2.0% | +86.4% | -88.4% | -40.1% |
| 5Y | +1.4% | +50.3% | -48.9% | -28.8% |
| All | +188.9% | +370.8% | -182.0% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling