+403.0%
INTC vs MSTU
-86.5%
+489.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -8.6% | +17.7% | +9.7% |
| 7D | +17.4% | +16.1% | +1.3% | +15.4% |
| 30D | +2.8% | +68.7% | -65.9% | -2.8% |
| 3M | -5.3% | -11.0% | +5.7% | -6.8% |
| 6M | +140.6% | -33.4% | +174.0% | +138.6% |
| YTD | +183.1% | -59.5% | +242.6% | +183.3% |
| 1Y | +326.8% | -93.4% | +420.1% | +377.1% |
| All | +403.0% | -86.5% | +489.5% | +371.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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