+898.8%
MCHP vs IBN
+1,491.4%
-592.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.4% |
| 7D | +2.8% | -2.2% | +4.9% | +3.3% |
| 30D | -12.8% | -2.3% | -10.6% | -12.3% |
| 3M | -19.2% | +15.9% | -35.1% | -22.3% |
| 6M | +14.5% | +5.6% | +9.0% | +12.8% |
| YTD | +17.1% | -0.1% | +17.2% | +17.0% |
| 1Y | +15.3% | -6.5% | +21.9% | +16.9% |
| 3Y | +0.5% | +29.3% | -28.8% | -6.7% |
| 5Y | +6.1% | +56.6% | -50.5% | -5.7% |
| 10Y | +192.2% | +314.4% | -122.1% | +100.2% |
| All | +898.8% | +1,491.4% | -592.7% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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