+5.2%
MCHP vs PLTD
-77.5%
+82.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.1% |
| 7D | +5.7% | -4.8% | +10.5% | +4.7% |
| 30D | -13.4% | +16.9% | -30.3% | -9.8% |
| 3M | -20.1% | +2.6% | -22.7% | -18.8% |
| 6M | -35.5% | -36.2% | +0.7% | -39.4% |
| YTD | -1.6% | -19.4% | +17.9% | -0.5% |
| 1Y | +15.5% | -22.5% | +38.0% | +16.0% |
| All | +5.2% | -77.5% | +82.8% | -24.1% |
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