+252.1%
INTC vs MKSI
+524.1%
-272.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +1.5% |
| 7D | +7.5% | +2.7% | +4.8% | +6.1% |
| 30D | +2.0% | -12.8% | +14.8% | +9.5% |
| 3M | -12.0% | -22.5% | +10.5% | +0.7% |
| 6M | +114.5% | +19.4% | +95.2% | +98.9% |
| YTD | +179.0% | +67.7% | +111.2% | +119.6% |
| 1Y | +318.3% | +131.4% | +186.9% | +179.8% |
| 3Y | +171.2% | +197.3% | -26.1% | +49.7% |
| 5Y | +107.6% | +87.0% | +20.6% | +35.9% |
| All | +252.1% | +524.1% | -272.0% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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