+3.4%
NU vs MCHP
+18.9%
-15.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.2% |
| 7D | +7.5% | +1.7% | +5.8% | +7.2% |
| 30D | +6.1% | -4.1% | +10.2% | +6.6% |
| 3M | +26.8% | -22.5% | +49.3% | +30.4% |
| 6M | +2.5% | +7.3% | -4.8% | -2.7% |
| YTD | -8.2% | +18.4% | -26.6% | -14.4% |
| 1Y | +3.4% | +18.1% | -14.8% | -3.0% |
| All | +3.4% | +18.9% | -15.6% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling