+17,084.0%
MCHP vs BWA
+3,424.3%
+13,659.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.2% |
| 7D | +2.8% | +4.3% | -1.5% | +0.7% |
| 30D | -12.8% | -2.9% | -9.9% | -11.7% |
| 3M | -19.2% | -12.4% | -6.8% | -13.8% |
| 6M | +14.5% | +28.6% | -14.0% | +1.9% |
| YTD | +17.1% | +48.2% | -31.1% | -3.8% |
| 1Y | +15.3% | +50.9% | -35.6% | -6.3% |
| 3Y | +0.5% | +72.2% | -71.7% | -24.0% |
| 5Y | +6.1% | +91.1% | -85.0% | -24.1% |
| 10Y | +192.2% | +144.0% | +48.2% | +79.0% |
| All | +17,084.0% | +3,424.3% | +13,659.8% | +2,783.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BWA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling