+104.6%
INTC vs MSFU
+88.0%
+16.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.6% |
| 7D | +6.0% | -2.8% | +8.8% | +6.7% |
| 30D | -39.2% | -5.3% | -33.9% | -38.2% |
| 3M | -42.9% | +7.2% | -50.2% | -44.2% |
| 6M | -50.4% | +51.0% | -101.4% | -57.2% |
| YTD | +61.7% | -1.2% | +62.9% | +56.5% |
| 1Y | +66.1% | -10.3% | +76.5% | +66.9% |
| 3Y | +58.1% | +22.2% | +35.9% | +29.1% |
| All | +104.6% | +88.0% | +16.6% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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