+18.1%
MCHP vs EEM
+41.0%
-22.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | -0.6% |
| 7D | +1.7% | +2.3% | -0.6% | -0.9% |
| 30D | -4.1% | +4.5% | -8.6% | -8.8% |
| 3M | -22.5% | -0.1% | -22.5% | -21.9% |
| 6M | +7.3% | +16.9% | -9.7% | -7.3% |
| YTD | +18.4% | +26.2% | -7.8% | -9.6% |
| 1Y | +18.1% | +40.5% | -22.4% | -17.7% |
| All | +18.1% | +41.0% | -22.8% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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