+18.1%
MCHP vs PLTD
-33.9%
+52.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.9% |
| 7D | +1.7% | +5.9% | -4.2% | +2.4% |
| 30D | -4.1% | -11.6% | +7.5% | -5.1% |
| 3M | -22.5% | -29.9% | +7.4% | -24.1% |
| 6M | +7.3% | -28.5% | +35.8% | +4.9% |
| YTD | +18.4% | -20.4% | +38.8% | +20.4% |
| 1Y | +18.1% | -33.3% | +51.4% | +26.3% |
| All | +18.1% | -33.9% | +52.1% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling