-16.9%
MCHP vs INTU
-42.1%
+25.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | -22.6% | -1.2% | -21.3% | -22.2% |
| 30D | -20.1% | +12.4% | -32.6% | -23.9% |
| 3M | -25.4% | +2.3% | -27.7% | -27.2% |
| 6M | -38.4% | -13.3% | -25.1% | -37.3% |
| YTD | -3.7% | -47.9% | +44.2% | +26.8% |
| 1Y | +11.7% | -47.2% | +58.9% | +45.7% |
| 3Y | -16.1% | -33.9% | +17.8% | -8.0% |
| 5Y | -16.9% | -41.3% | +24.4% | -7.6% |
| All | -16.9% | -42.1% | +25.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling