+0.7%
MCHP vs NI
+68.9%
-68.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | -6.0% | -1.4% | -4.7% | -5.7% |
| 3M | -19.7% | -10.6% | -9.1% | -17.5% |
| 6M | +14.0% | -9.3% | +23.4% | +16.4% |
| YTD | +18.4% | +1.1% | +17.3% | +16.9% |
| 1Y | +17.1% | +3.4% | +13.7% | +14.5% |
| 3Y | +0.7% | +67.9% | -67.2% | -15.4% |
| All | +0.7% | +68.9% | -68.2% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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