+106.4%
INTC vs MSI
+670.3%
-563.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | -4.0% | +7.4% | -11.4% | -6.9% |
| 30D | -44.5% | +18.7% | -63.2% | -48.4% |
| 3M | -40.4% | +14.5% | -54.8% | -44.0% |
| 6M | -53.5% | +38.1% | -91.6% | -60.2% |
| YTD | +57.5% | +38.7% | +18.8% | +31.4% |
| 1Y | +51.2% | +35.4% | +15.8% | +27.7% |
| 3Y | +51.6% | +75.1% | -23.5% | +9.0% |
| 5Y | +23.5% | +126.4% | -102.9% | -23.8% |
| 10Y | +106.4% | +671.4% | -565.0% | -29.6% |
| All | +106.4% | +670.3% | -563.9% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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