+18.1%
MCHP vs NVT
+73.8%
-55.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.1% | 0.0% |
| 7D | +1.7% | +5.1% | -3.4% | -1.1% |
| 30D | -4.1% | -3.7% | -0.4% | -2.4% |
| 3M | -22.5% | -10.1% | -12.4% | -17.9% |
| 6M | +7.3% | +37.5% | -30.2% | -6.7% |
| YTD | +18.4% | +53.7% | -35.4% | -2.3% |
| 1Y | +18.1% | +70.9% | -52.7% | -7.2% |
| All | +18.1% | +73.8% | -55.7% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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