-16.1%
MCHP vs INTU
-32.7%
+16.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -22.6% | -1.2% | -21.3% | -22.4% |
| 30D | -20.1% | +12.4% | -32.6% | -21.6% |
| 3M | -25.4% | +2.3% | -27.7% | -26.0% |
| 6M | -38.4% | -13.3% | -25.1% | -36.4% |
| YTD | -3.7% | -47.9% | +44.2% | +27.1% |
| 1Y | +11.7% | -47.2% | +58.9% | +46.0% |
| 3Y | -16.1% | -33.9% | +17.8% | -17.9% |
| All | -16.1% | -32.7% | +16.6% | -17.9% |
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 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