+201.4%
MCHP vs ACWI
+226.5%
-25.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.6% |
| 7D | +0.3% | 0.0% | +0.3% | +0.3% |
| 30D | -9.8% | -0.6% | -9.2% | -8.8% |
| 3M | -19.7% | +4.3% | -24.0% | -24.3% |
| 6M | +13.6% | +12.7% | +0.9% | -6.3% |
| YTD | +16.5% | +13.9% | +2.6% | -5.8% |
| 1Y | +15.7% | +20.5% | -4.8% | -14.8% |
| 3Y | 0.0% | +76.5% | -76.6% | -59.2% |
| 5Y | +4.4% | +67.5% | -63.1% | -51.5% |
| 10Y | +201.4% | +231.8% | -30.5% | -45.0% |
| All | +201.4% | +226.5% | -25.1% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling