+5.9%
MCHP vs PLTD
-78.0%
+83.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | 0.0% |
| 7D | -4.3% | -9.8% | +5.5% | -6.4% |
| 30D | -16.3% | +18.9% | -35.2% | -12.4% |
| 3M | -21.4% | -4.2% | -17.1% | -21.3% |
| 6M | -35.8% | -34.8% | -0.9% | -39.3% |
| YTD | -0.9% | -21.1% | +20.2% | -0.3% |
| 1Y | +14.5% | -19.3% | +33.8% | +16.7% |
| All | +5.9% | -78.0% | +83.9% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling