+41,921.5%
MCHP vs JCI
+2,519.9%
+39,401.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | +2.8% | +5.1% | -2.4% | +0.9% |
| 30D | -12.8% | -3.8% | -9.0% | -11.6% |
| 3M | -19.2% | +1.9% | -21.1% | -19.5% |
| 6M | +14.5% | +11.2% | +3.3% | +10.7% |
| YTD | +17.1% | +22.9% | -5.8% | +8.6% |
| 1Y | +15.3% | +37.4% | -22.1% | +2.6% |
| 3Y | +0.5% | +167.8% | -167.4% | -29.4% |
| 5Y | +6.1% | +115.0% | -109.0% | -19.3% |
| 10Y | +192.2% | +325.3% | -133.1% | +77.0% |
| All | +41,921.5% | +2,519.9% | +39,401.5% | +7,805.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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