+59.2%
INTC vs MSI
+76.3%
-17.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +5.6% |
| 7D | -1.0% | +8.3% | -9.3% | -0.5% |
| 30D | -43.3% | +18.9% | -62.2% | -42.8% |
| 3M | -41.6% | +13.2% | -54.8% | -41.2% |
| 6M | -52.5% | +38.3% | -90.7% | -52.8% |
| YTD | +60.9% | +38.9% | +22.0% | +54.3% |
| 1Y | +55.7% | +36.7% | +19.0% | +50.2% |
| 3Y | +59.2% | +76.6% | -17.4% | +17.0% |
| All | +59.2% | +76.3% | -17.1% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling