+16,554.9%
INTC vs MTB
+8,245.1%
+8,309.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.6% | +9.6% | +9.3% |
| 7D | +17.4% | +2.8% | +14.7% | +16.2% |
| 30D | +2.8% | -4.2% | +7.0% | +4.4% |
| 3M | -5.3% | +7.8% | -13.1% | -8.4% |
| 6M | +140.6% | +14.8% | +125.8% | +126.7% |
| YTD | +183.1% | +20.8% | +162.3% | +161.6% |
| 1Y | +326.8% | +23.1% | +303.6% | +290.6% |
| 3Y | +179.4% | +114.8% | +64.6% | +106.3% |
| 5Y | +111.7% | +103.3% | +8.5% | +54.7% |
| 10Y | +253.8% | +173.0% | +80.9% | +114.0% |
| All | +16,554.9% | +8,245.1% | +8,309.8% | +3,310.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling