+164.3%
INTC vs MDY
+47.3%
+117.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.6% | -4.1% |
| 7D | +9.4% | -2.5% | +12.0% | +13.7% |
| 30D | +2.7% | -5.0% | +7.7% | +11.3% |
| 3M | -6.3% | +0.5% | -6.7% | -5.3% |
| 6M | +114.5% | +8.0% | +106.4% | +98.3% |
| YTD | +171.9% | +12.2% | +159.7% | +141.1% |
| 1Y | +305.0% | +14.0% | +291.0% | +252.5% |
| All | +164.3% | +47.3% | +117.0% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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