+111.7%
INTC vs MSTR
+110.6%
+1.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.4% | +13.4% | +9.7% |
| 7D | +17.4% | +9.3% | +8.1% | +15.6% |
| 30D | +2.8% | +36.5% | -33.7% | -2.5% |
| 3M | -5.3% | +7.3% | -12.6% | -7.3% |
| 6M | +140.6% | +2.2% | +138.4% | +136.1% |
| YTD | +183.1% | -10.2% | +193.3% | +179.3% |
| 1Y | +326.8% | -58.6% | +385.4% | +366.9% |
| 3Y | +179.4% | +283.2% | -103.7% | +92.6% |
| 5Y | +111.7% | +113.8% | -2.0% | +42.5% |
| All | +111.7% | +110.6% | +1.1% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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