+114.2%
INTC vs MDY
+45.3%
+68.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +3.0% |
| 7D | +18.0% | -0.8% | +18.7% | +19.0% |
| 30D | +8.9% | -3.9% | +12.8% | +14.6% |
| 3M | -1.6% | 0.0% | -1.5% | -0.2% |
| 6M | +133.1% | +8.5% | +124.5% | +116.5% |
| YTD | +187.9% | +13.2% | +174.7% | +156.7% |
| 1Y | +334.7% | +15.0% | +319.7% | +281.7% |
| 3Y | +184.2% | +49.6% | +134.6% | +94.1% |
| All | +114.2% | +45.3% | +68.9% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling