+0.7%
MCHP vs PTEN
-3.7%
+4.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.0% | +3.8% |
| 7D | 0.0% | +3.5% | -3.4% | -1.0% |
| 30D | -6.0% | +17.5% | -23.6% | -10.7% |
| 3M | -19.7% | +12.7% | -32.4% | -23.5% |
| 6M | +14.0% | +33.1% | -19.1% | +0.1% |
| YTD | +18.4% | +116.4% | -98.0% | -15.5% |
| 1Y | +17.1% | +141.2% | -124.1% | -21.1% |
| 3Y | +0.7% | -3.8% | +4.5% | -21.8% |
| All | +0.7% | -3.7% | +4.4% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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