+10.8%
INTC vs MP
+281.3%
-270.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.6% | -1.1% | +4.2% |
| 7D | -1.0% | -1.6% | +0.6% | -0.6% |
| 30D | -43.3% | -18.2% | -25.1% | -40.9% |
| 3M | -41.6% | -26.1% | -15.5% | -38.2% |
| 6M | -52.5% | -44.0% | -8.5% | -47.4% |
| YTD | +60.9% | -25.3% | +86.2% | +68.1% |
| 1Y | +55.7% | -35.6% | +91.3% | +65.9% |
| 3Y | +59.2% | +147.1% | -87.9% | +24.6% |
| 5Y | +25.0% | -11.3% | +36.3% | +10.2% |
| All | +10.8% | +281.3% | -270.5% | -17.4% |
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