+29.9%
MCHP vs ROIV
+97.8%
-67.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.1% | -9.4% | -4.0% |
| 7D | -5.4% | +3.0% | -8.4% | -5.7% |
| 30D | -7.5% | +6.8% | -14.4% | -8.3% |
| 3M | -6.0% | +10.5% | -16.6% | -7.4% |
| 6M | -20.1% | +34.8% | -54.9% | -21.9% |
| YTD | +20.2% | +76.2% | -55.9% | +18.3% |
| 1Y | +29.9% | +92.4% | -62.5% | +21.9% |
| All | +29.9% | +97.8% | -67.9% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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