+24.5%
MCHP vs PLTD
-77.2%
+101.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.4% |
| 7D | +0.3% | -0.9% | +1.3% | +0.2% |
| 30D | -9.8% | +1.3% | -11.1% | -9.3% |
| 3M | -19.7% | -32.9% | +13.2% | -24.4% |
| 6M | +13.6% | -24.9% | +38.4% | +10.4% |
| YTD | +16.5% | -18.2% | +34.8% | +17.1% |
| 1Y | +15.7% | -28.7% | +44.4% | +13.0% |
| All | +24.5% | -77.2% | +101.8% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling