+192.2%
MCHP vs PLD
+238.6%
-46.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.6% |
| 7D | +2.8% | -0.9% | +3.6% | +3.3% |
| 30D | -12.8% | -1.2% | -11.6% | -12.2% |
| 3M | -19.2% | -2.3% | -16.9% | -18.9% |
| 6M | +14.5% | +4.5% | +10.0% | +9.9% |
| YTD | +17.1% | +10.1% | +7.0% | +8.0% |
| 1Y | +15.3% | +25.9% | -10.6% | -3.3% |
| 3Y | +0.5% | +24.4% | -24.0% | -16.1% |
| 5Y | +6.1% | +15.5% | -9.4% | -9.3% |
| 10Y | +192.2% | +240.3% | -48.1% | +38.0% |
| All | +192.2% | +238.6% | -46.4% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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