+108.1%
MCHP vs NVT
+712.1%
-604.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +1.1% |
| 7D | +0.3% | +7.0% | -6.7% | -4.0% |
| 30D | -9.8% | -2.3% | -7.4% | -8.9% |
| 3M | -19.7% | -3.1% | -16.6% | -18.4% |
| 6M | +13.6% | +47.0% | -33.5% | -12.0% |
| YTD | +16.5% | +56.2% | -39.7% | -13.7% |
| 1Y | +15.7% | +74.5% | -58.8% | -21.1% |
| 3Y | 0.0% | +184.0% | -184.1% | -53.5% |
| 5Y | +4.4% | +410.8% | -406.4% | -67.1% |
| All | +108.1% | +712.1% | -604.0% | -51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling