+550.9%
MCHP vs ACWI
+344.2%
+206.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.2% | +1.8% | +1.5% |
| 7D | -17.5% | -0.7% | -16.9% | -16.3% |
| 30D | -15.8% | -2.0% | -13.9% | -13.1% |
| 3M | -22.9% | -2.2% | -20.7% | -20.1% |
| 6M | -36.6% | +1.9% | -38.4% | -36.5% |
| YTD | -0.8% | +12.0% | -12.8% | -11.3% |
| 1Y | +16.5% | +12.5% | +4.0% | +3.8% |
| 3Y | -13.6% | +75.4% | -89.0% | -51.6% |
| 5Y | -17.0% | +61.5% | -78.5% | -46.9% |
| 10Y | +137.7% | +227.1% | -89.4% | -16.4% |
| All | +550.9% | +344.2% | +206.7% | +82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling