+6.1%
MCHP vs ACWI
+67.7%
-61.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.2% |
| 7D | +2.8% | +1.1% | +1.7% | +0.6% |
| 30D | -12.8% | -0.2% | -12.6% | -12.5% |
| 3M | -19.2% | +4.7% | -23.9% | -24.8% |
| 6M | +14.5% | +14.5% | +0.1% | -9.8% |
| YTD | +17.1% | +14.6% | +2.5% | -8.2% |
| 1Y | +15.3% | +21.4% | -6.1% | -18.7% |
| 3Y | +0.5% | +77.6% | -77.1% | -62.3% |
| 5Y | +6.1% | +68.1% | -62.0% | -52.5% |
| All | +6.1% | +67.7% | -61.6% | -52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling