+93.9%
INTC vs MP
+58.1%
+35.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.2% |
| 7D | +7.1% | -2.9% | +9.9% | +7.7% |
| 30D | -5.2% | +13.8% | -19.0% | -8.1% |
| 3M | -14.3% | -16.7% | +2.4% | -11.4% |
| 6M | +110.2% | -11.5% | +121.7% | +112.2% |
| YTD | +159.6% | +7.9% | +151.7% | +151.0% |
| 1Y | +289.3% | -15.0% | +304.3% | +285.5% |
| 3Y | +166.1% | +153.5% | +12.5% | +88.9% |
| All | +93.9% | +58.1% | +35.8% | +50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling