+0.5%
MCHP vs INTU
-40.9%
+41.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.1% | -0.3% |
| 7D | +2.8% | -7.5% | +10.3% | +4.3% |
| 30D | -12.8% | -1.9% | -10.9% | -12.9% |
| 3M | -19.2% | +4.9% | -24.1% | -20.7% |
| 6M | +14.5% | -33.2% | +47.8% | +29.0% |
| YTD | +17.1% | -51.4% | +68.5% | +58.0% |
| 1Y | +15.3% | -52.0% | +67.3% | +56.4% |
| 3Y | +0.5% | -40.7% | +41.1% | +7.6% |
| All | +0.5% | -40.9% | +41.3% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling