+3,065.9%
MCHP vs WAT
+10,644.3%
-7,578.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.5% |
| 7D | +2.8% | -0.7% | +3.5% | +3.0% |
| 30D | -12.8% | -1.0% | -11.9% | -12.6% |
| 3M | -19.2% | +10.9% | -30.1% | -22.1% |
| 6M | +14.5% | +33.2% | -18.6% | +2.7% |
| YTD | +17.1% | +6.1% | +11.0% | +13.2% |
| 1Y | +15.3% | +30.2% | -14.9% | +3.2% |
| 3Y | +0.5% | +52.9% | -52.4% | -15.4% |
| 5Y | +6.1% | -5.1% | +11.2% | +4.0% |
| 10Y | +192.2% | +152.6% | +39.6% | +111.3% |
| All | +3,065.9% | +10,644.3% | -7,578.4% | +1,013.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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