+228.5%
INTC vs MSFU
+76.3%
+152.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.2% | +8.7% | +5.6% |
| 7D | +7.1% | -5.7% | +12.8% | +8.6% |
| 30D | -5.2% | +4.2% | -9.4% | -6.7% |
| 3M | -14.3% | +27.9% | -42.2% | -21.1% |
| 6M | +110.2% | +37.1% | +73.1% | +85.0% |
| YTD | +159.6% | -7.4% | +167.0% | +155.8% |
| 1Y | +289.3% | -19.6% | +308.9% | +303.6% |
| 3Y | +166.1% | +33.2% | +132.9% | +105.6% |
| All | +228.5% | +76.3% | +152.2% | +114.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling