+201.4%
MCHP vs INTU
+209.2%
-7.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.3% |
| 7D | +0.3% | -8.5% | +8.8% | +5.0% |
| 30D | -9.8% | -6.1% | -3.6% | -7.6% |
| 3M | -19.7% | +7.3% | -27.0% | -25.5% |
| 6M | +13.6% | -33.2% | +46.8% | +32.0% |
| YTD | +16.5% | -52.2% | +68.7% | +64.5% |
| 1Y | +15.7% | -52.7% | +68.4% | +64.2% |
| 3Y | 0.0% | -41.6% | +41.6% | +18.8% |
| 5Y | +4.4% | -42.6% | +47.1% | +19.1% |
| 10Y | +201.4% | +211.0% | -9.7% | +18.9% |
| All | +201.4% | +209.2% | -7.8% | +18.9% |
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