+14.2%
INTC vs MP
+278.3%
-264.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.0% | -4.0% | -2.5% |
| 7D | +17.1% | +11.0% | +6.1% | +14.9% |
| 30D | -40.5% | -11.7% | -28.7% | -38.8% |
| 3M | -39.4% | -30.8% | -8.6% | -35.0% |
| 6M | -49.3% | -42.9% | -6.4% | -44.0% |
| YTD | +65.9% | -25.9% | +91.7% | +73.5% |
| 1Y | +61.5% | -37.3% | +98.8% | +73.0% |
| 3Y | +59.6% | +150.7% | -91.1% | +24.8% |
| 5Y | +31.2% | -19.3% | +50.4% | +16.7% |
| All | +14.2% | +278.3% | -264.0% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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