+102.3%
INTC vs MCHP
+1.5%
+100.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.0% | -3.6% | -4.3% |
| 7D | +9.4% | -2.1% | +11.5% | +10.9% |
| 30D | +2.7% | -11.1% | +13.8% | +10.5% |
| 3M | -6.3% | -18.1% | +11.8% | +6.9% |
| 6M | +114.5% | +10.8% | +103.7% | +104.5% |
| YTD | +171.9% | +14.2% | +157.6% | +154.2% |
| 1Y | +305.0% | +13.5% | +291.5% | +275.9% |
| 3Y | +168.3% | -2.0% | +170.3% | +162.6% |
| 5Y | +102.3% | +1.4% | +100.9% | +81.3% |
| All | +102.3% | +1.5% | +100.8% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 5y: compounded portfolio wealth divided by compounded MCHP 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…
5y analysis · Full analysis span regression · 6 months rolling