+790.9%
NOW vs MCHP
+193.2%
+597.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | +2.9% | -9.8% | +12.6% | +6.8% |
| 3M | +22.6% | -19.7% | +42.3% | +29.5% |
| 6M | +7.5% | +13.6% | -6.0% | -5.1% |
| YTD | -14.4% | +16.5% | -30.9% | -26.6% |
| 1Y | -29.8% | +15.7% | -45.5% | -40.3% |
| 3Y | +9.2% | 0.0% | +9.3% | -9.3% |
| 5Y | +0.8% | +4.4% | -3.6% | -20.0% |
| 10Y | +790.9% | +201.4% | +589.5% | +224.9% |
| All | +790.9% | +193.2% | +597.8% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 10y: compounded portfolio wealth divided by compounded MCHP 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…
10y analysis · Full analysis span regression · 6 months rolling