+305.0%
INTC vs MTB
+22.5%
+282.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.6% |
| 7D | +9.4% | -0.4% | +9.9% | +9.5% |
| 30D | +2.7% | -4.6% | +7.3% | +3.6% |
| 3M | -6.3% | +7.4% | -13.7% | -8.6% |
| 6M | +114.5% | +18.7% | +95.8% | +99.6% |
| YTD | +171.9% | +21.1% | +150.8% | +152.6% |
| 1Y | +305.0% | +24.1% | +280.9% | +299.0% |
| All | +305.0% | +22.5% | +282.5% | +299.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling