+199.5%
MCHP vs EMR
+284.0%
-84.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.7% |
| 7D | 0.0% | -0.4% | +0.5% | +0.4% |
| 30D | -6.0% | -6.8% | +0.7% | -0.8% |
| 3M | -19.7% | +7.5% | -27.2% | -24.1% |
| 6M | +14.0% | +9.9% | +4.2% | +5.6% |
| YTD | +18.4% | +16.0% | +2.5% | +3.8% |
| 1Y | +17.1% | +12.4% | +4.7% | +5.2% |
| 3Y | +0.7% | +60.2% | -59.5% | -30.7% |
| 5Y | +5.1% | +67.9% | -62.8% | -30.2% |
| All | +199.5% | +284.0% | -84.5% | +23.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling