+41,709.6%
MCHP vs NUE
+4,550.7%
+37,158.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | +0.3% | -2.3% | +2.6% | +1.3% |
| 30D | -9.8% | -6.1% | -3.7% | -7.6% |
| 3M | -19.7% | +1.7% | -21.4% | -20.7% |
| 6M | +13.6% | +53.1% | -39.5% | -4.7% |
| YTD | +16.5% | +59.0% | -42.5% | -3.9% |
| 1Y | +15.7% | +85.3% | -69.6% | -10.3% |
| 3Y | 0.0% | +63.2% | -63.3% | -19.5% |
| 5Y | +4.4% | +146.8% | -142.4% | -31.0% |
| 10Y | +201.4% | +584.3% | -382.9% | +29.4% |
| All | +41,709.6% | +4,550.7% | +37,158.9% | +6,599.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 all: compounded portfolio wealth divided by compounded NUE 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…
all analysis · Full analysis span regression · 6 months rolling