+59.2%
INTC vs MDB
-12.1%
+71.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.6% | +0.8% | +4.5% |
| 7D | -1.0% | -0.9% | -0.1% | -0.7% |
| 30D | -43.3% | -15.2% | -28.1% | -40.9% |
| 3M | -41.6% | -17.9% | -23.7% | -39.2% |
| 6M | -52.5% | +9.3% | -61.8% | -53.9% |
| YTD | +60.9% | -22.0% | +82.9% | +65.0% |
| 1Y | +55.7% | -9.3% | +65.0% | +53.3% |
| 3Y | +59.2% | -10.4% | +69.6% | +41.3% |
| All | +59.2% | -12.1% | +71.3% | +41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling