+6.1%
MCHP vs ROIV
+316.9%
-310.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.8% | -19.8% | -4.0% |
| 7D | +2.8% | +20.2% | -17.4% | -0.5% |
| 30D | -12.8% | +14.1% | -27.0% | -14.9% |
| 3M | -19.2% | +45.6% | -64.8% | -24.0% |
| 6M | +14.5% | +44.1% | -29.6% | +7.6% |
| YTD | +17.1% | +91.2% | -74.0% | +4.7% |
| 1Y | +15.3% | +221.3% | -206.0% | -5.5% |
| 3Y | +0.5% | +229.2% | -228.7% | -19.4% |
| 5Y | +6.1% | +316.5% | -310.4% | -25.2% |
| All | +6.1% | +316.9% | -310.8% | -25.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling