+93.9%
INTC vs MSCI
-6.7%
+100.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | +0.4% | +6.7% | +6.9% |
| 30D | -5.2% | +0.6% | -5.8% | -5.5% |
| 3M | -14.3% | -7.1% | -7.2% | -13.5% |
| 6M | +110.2% | +0.8% | +109.3% | +104.3% |
| YTD | +159.6% | +1.0% | +158.6% | +151.3% |
| 1Y | +289.3% | +4.3% | +285.0% | +267.7% |
| 3Y | +166.1% | +9.9% | +156.1% | +140.9% |
| All | +93.9% | -6.7% | +100.6% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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