+187.2%
INTC vs MSTZ
-99.2%
+286.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.9% | -7.5% | -2.1% |
| 7D | +6.0% | +30.8% | -24.8% | +8.7% |
| 30D | -39.2% | +41.2% | -80.4% | -36.2% |
| 3M | -42.9% | -60.9% | +18.0% | -44.3% |
| 6M | -50.4% | -15.7% | -34.7% | -47.3% |
| YTD | +61.7% | -75.2% | +136.9% | +65.0% |
| 1Y | +66.1% | -59.8% | +125.9% | +76.6% |
| All | +187.2% | -99.2% | +286.4% | +163.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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