+252.1%
INTC vs MSI
+605.3%
-353.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.4% |
| 7D | +7.5% | -0.4% | +7.9% | +7.6% |
| 30D | +2.0% | -0.8% | +2.7% | +1.9% |
| 3M | -12.0% | +13.9% | -25.9% | -17.7% |
| 6M | +114.5% | +1.3% | +113.2% | +109.0% |
| YTD | +179.0% | +22.3% | +156.7% | +146.2% |
| 1Y | +318.3% | -3.9% | +322.1% | +314.6% |
| 3Y | +171.2% | +69.9% | +101.3% | +95.9% |
| 5Y | +107.6% | +103.8% | +3.8% | +34.4% |
| All | +252.1% | +605.3% | -353.2% | +36.9% |
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