+41,921.4%
MCHP vs EMR
+2,329.4%
+39,592.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.8% |
| 7D | +2.8% | +3.1% | -0.3% | +0.8% |
| 30D | -12.8% | -3.5% | -9.3% | -10.9% |
| 3M | -19.2% | +9.8% | -29.0% | -23.8% |
| 6M | +14.5% | +10.8% | +3.8% | +7.3% |
| YTD | +17.1% | +15.9% | +1.2% | +5.8% |
| 1Y | +15.3% | +16.4% | -1.1% | +4.0% |
| 3Y | +0.5% | +62.1% | -61.6% | -25.3% |
| 5Y | +6.1% | +62.9% | -56.8% | -20.9% |
| 10Y | +192.2% | +267.8% | -75.5% | +32.1% |
| All | +41,921.4% | +2,329.4% | +39,592.1% | +7,394.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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