+137.7%
MCHP vs INTU
+240.8%
-103.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.3% | +2.7% |
| 7D | -17.5% | -3.9% | -13.6% | -15.7% |
| 30D | -15.8% | +12.0% | -27.8% | -21.1% |
| 3M | -22.9% | +2.3% | -25.2% | -25.5% |
| 6M | -36.6% | -12.1% | -24.5% | -36.7% |
| YTD | -0.8% | -47.5% | +46.7% | +31.6% |
| 1Y | +16.5% | -46.9% | +63.4% | +53.2% |
| 3Y | -13.6% | -33.5% | +19.9% | -6.0% |
| 5Y | -17.0% | -41.2% | +24.2% | -5.9% |
| 10Y | +137.7% | +233.5% | -95.8% | -5.3% |
| All | +137.7% | +240.8% | -103.1% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling