+27.8%
INTC vs MPC
+600.5%
-572.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.6% |
| 7D | +6.0% | +11.2% | -5.2% | +2.9% |
| 30D | -39.2% | -14.5% | -24.7% | -36.7% |
| 3M | -42.9% | +16.7% | -59.6% | -46.1% |
| 6M | -50.4% | +67.6% | -118.0% | -58.3% |
| YTD | +61.7% | +157.9% | -96.2% | +16.1% |
| 1Y | +66.1% | +116.7% | -50.5% | +26.5% |
| 3Y | +58.1% | +199.8% | -141.6% | +5.8% |
| All | +27.8% | +600.5% | -572.6% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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