-24.1%
NU vs MCHP
+25.9%
-50.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.3% | +6.6% | +3.7% |
| 7D | +0.2% | -5.4% | +5.6% | +0.8% |
| 30D | -21.0% | -7.5% | -13.5% | -20.2% |
| 3M | -16.3% | -6.0% | -10.3% | -15.8% |
| 6M | -15.3% | -20.1% | +4.7% | -13.6% |
| YTD | -28.4% | +20.2% | -48.6% | -33.2% |
| 1Y | -24.1% | +29.9% | -54.1% | -29.9% |
| All | -24.1% | +25.9% | -50.1% | -29.9% |
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 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