+179.4%
INTC vs MSFU
+29.4%
+150.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.3% | +11.4% | +9.5% |
| 7D | +17.4% | -3.2% | +20.6% | +18.0% |
| 30D | +2.8% | -3.1% | +5.9% | +3.1% |
| 3M | -5.3% | +35.3% | -40.5% | -12.3% |
| 6M | +140.6% | +31.6% | +109.0% | +119.8% |
| YTD | +183.1% | -9.5% | +192.6% | +184.3% |
| 1Y | +326.8% | -18.4% | +345.2% | +343.0% |
| 3Y | +179.4% | +26.9% | +152.5% | +129.7% |
| All | +179.4% | +29.4% | +150.1% | +129.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling