+8,872.3%
INTC vs MOS
+123.1%
+8,749.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.1% | +7.6% | +7.7% |
| 7D | -14.4% | +21.6% | -36.0% | -18.7% |
| 30D | -50.2% | +12.0% | -62.2% | -51.9% |
| 3M | -43.6% | -3.9% | -39.7% | -43.8% |
| 6M | -50.2% | -3.3% | -46.9% | -50.6% |
| YTD | +52.5% | -4.6% | +57.2% | +50.3% |
| 1Y | +51.1% | -7.0% | +58.1% | +49.2% |
| 3Y | +50.3% | -24.4% | +74.7% | +53.1% |
| 5Y | +19.2% | -32.1% | +51.3% | +19.1% |
| 10Y | +105.1% | +10.3% | +94.8% | +65.7% |
| All | +8,872.3% | +123.1% | +8,749.2% | +3,994.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling