+103.2%
INTC vs MO
+99.8%
+3.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +7.5% | +0.1% | +7.3% | +7.5% |
| 30D | +2.0% | +7.1% | -5.2% | +2.6% |
| 3M | -12.0% | -2.0% | -10.0% | -12.3% |
| 6M | +114.5% | +7.3% | +107.2% | +111.8% |
| YTD | +179.0% | +23.5% | +155.5% | +170.3% |
| 1Y | +318.3% | +11.0% | +307.3% | +310.4% |
| 3Y | +171.2% | +95.0% | +76.2% | +129.8% |
| All | +103.2% | +99.8% | +3.4% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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