+18.1%
MCHP vs EWZ
+36.3%
-18.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.2% | +1.8% |
| 7D | +1.7% | +6.5% | -4.8% | -2.0% |
| 30D | -4.1% | +4.8% | -8.9% | -6.8% |
| 3M | -22.5% | +9.9% | -32.4% | -26.5% |
| 6M | +7.3% | +1.9% | +5.3% | +4.7% |
| YTD | +18.4% | +20.3% | -1.9% | +4.4% |
| 1Y | +18.1% | +35.6% | -17.5% | -7.6% |
| All | +18.1% | +36.3% | -18.2% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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