+17.1%
MCHP vs NDAQ
-2.2%
+19.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.2% | +3.7% |
| 7D | 0.0% | -5.6% | +5.6% | +0.3% |
| 30D | -6.0% | -4.4% | -1.7% | -5.9% |
| 3M | -19.7% | +5.9% | -25.5% | -19.9% |
| 6M | +14.0% | +7.7% | +6.3% | +11.8% |
| YTD | +18.4% | -5.2% | +23.6% | +24.3% |
| 1Y | +17.1% | -3.4% | +20.5% | +19.6% |
| All | +17.1% | -2.2% | +19.3% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling