+217.5%
INTC vs MDB
+986.0%
-768.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.6% |
| 7D | +18.0% | -4.5% | +22.5% | +18.8% |
| 30D | +8.9% | -14.0% | +22.9% | +11.3% |
| 3M | -1.6% | +5.3% | -6.9% | -3.5% |
| 6M | +133.1% | +31.9% | +101.2% | +115.7% |
| YTD | +187.9% | -14.6% | +202.5% | +185.5% |
| 1Y | +334.7% | +8.2% | +326.5% | +311.0% |
| 3Y | +184.2% | -5.0% | +189.2% | +158.9% |
| 5Y | +116.0% | -24.5% | +140.5% | +87.6% |
| All | +217.5% | +986.0% | -768.5% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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