+3.0%
MCHP vs NDAQ
+49.0%
-46.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.2% | +4.0% |
| 7D | 0.0% | -5.6% | +5.6% | +3.6% |
| 30D | -6.0% | -4.4% | -1.7% | -3.7% |
| 3M | -19.7% | +5.9% | -25.5% | -23.9% |
| 6M | +14.0% | +7.7% | +6.3% | +5.5% |
| YTD | +18.4% | -5.2% | +23.6% | +19.4% |
| 1Y | +17.1% | -3.4% | +20.5% | +16.1% |
| 3Y | +0.7% | +85.6% | -84.9% | -38.7% |
| All | +3.0% | +49.0% | -46.0% | -30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling