+103.6%
INTC vs MSFU
+103.9%
-0.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.5% | 0.0% | +4.0% |
| 7D | -1.0% | +14.6% | -15.6% | -4.8% |
| 30D | -43.3% | +2.1% | -45.4% | -43.5% |
| 3M | -41.6% | +14.7% | -56.3% | -43.9% |
| 6M | -52.5% | +55.7% | -108.1% | -59.1% |
| YTD | +60.9% | +7.1% | +53.8% | +52.6% |
| 1Y | +55.7% | -0.5% | +56.2% | +51.8% |
| 3Y | +59.2% | +35.7% | +23.4% | +26.0% |
| All | +103.6% | +103.9% | -0.3% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling