+8.5%
INTC vs MP
+268.3%
-259.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.4% |
| 7D | -4.0% | -3.6% | -0.4% | -3.2% |
| 30D | -44.5% | -21.0% | -23.5% | -41.8% |
| 3M | -40.4% | -33.3% | -7.1% | -35.7% |
| 6M | -53.5% | -45.9% | -7.5% | -48.2% |
| YTD | +57.5% | -27.8% | +85.4% | +65.6% |
| 1Y | +51.2% | -43.2% | +94.4% | +64.5% |
| 3Y | +51.6% | +144.0% | -92.5% | +19.1% |
| 5Y | +23.5% | -6.1% | +29.6% | +8.8% |
| All | +8.5% | +268.3% | -259.8% | -18.6% |
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