+134.5%
MCHP vs NDAQ
+471.8%
-337.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.5% |
| 7D | +5.7% | +1.3% | +4.4% | +4.8% |
| 30D | -13.4% | +18.0% | -31.4% | -22.6% |
| 3M | -20.1% | +11.5% | -31.7% | -26.2% |
| 6M | -35.5% | +21.1% | -56.6% | -44.7% |
| YTD | -1.6% | +12.8% | -14.4% | -12.5% |
| 1Y | +15.5% | +25.7% | -10.2% | -5.5% |
| 3Y | -13.2% | +116.8% | -130.0% | -52.1% |
| 5Y | -17.5% | +67.3% | -84.7% | -46.0% |
| All | +134.5% | +471.8% | -337.2% | -27.5% |
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