+111.9%
INTC vs MOS
-3.5%
+115.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.7% |
| 7D | +6.0% | -2.0% | +8.0% | +6.4% |
| 30D | -39.2% | +15.3% | -54.5% | -41.5% |
| 3M | -42.9% | +1.5% | -44.4% | -43.7% |
| 6M | -50.4% | -2.0% | -48.4% | -50.8% |
| YTD | +61.7% | -6.5% | +68.2% | +60.1% |
| 1Y | +66.1% | -11.1% | +77.2% | +65.7% |
| 3Y | +58.1% | -30.3% | +88.4% | +63.6% |
| 5Y | +27.9% | -33.5% | +61.4% | +27.4% |
| All | +111.9% | -3.5% | +115.4% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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