+26.6%
MCHP vs PLTD
-76.9%
+103.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.5% |
| 7D | 0.0% | +4.2% | -4.2% | +1.0% |
| 30D | -6.0% | +0.7% | -6.8% | -5.7% |
| 3M | -19.7% | -32.4% | +12.7% | -24.2% |
| 6M | +14.0% | -26.2% | +40.2% | +10.3% |
| YTD | +18.4% | -17.0% | +35.4% | +19.4% |
| 1Y | +17.1% | -26.7% | +43.8% | +15.2% |
| All | +26.6% | -76.9% | +103.5% | -8.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling