+886.4%
INTC vs MSTR
+1,685.0%
-798.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.4% | +5.9% | +4.7% |
| 7D | +7.1% | +12.2% | -5.1% | +5.1% |
| 30D | -5.2% | +45.2% | -50.4% | -10.6% |
| 3M | -14.3% | +10.4% | -24.7% | -16.2% |
| 6M | +110.2% | -2.5% | +112.7% | +107.9% |
| YTD | +159.6% | -6.0% | +165.6% | +155.0% |
| 1Y | +289.3% | -56.4% | +345.7% | +323.4% |
| 3Y | +166.1% | +306.3% | -140.2% | +88.6% |
| 5Y | +94.4% | +100.5% | -6.1% | +37.9% |
| 10Y | +227.7% | +741.1% | -513.4% | +72.9% |
| All | +886.4% | +1,685.0% | -798.6% | +208.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling