+289.3%
INTC vs MUB
+2.9%
+286.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.4% |
| 7D | +7.1% | -0.9% | +7.9% | +11.2% |
| 30D | -5.2% | -1.4% | -3.8% | +1.1% |
| 3M | -14.3% | -2.2% | -12.1% | -4.7% |
| 6M | +110.2% | -1.9% | +112.1% | +124.4% |
| YTD | +159.6% | -0.8% | +160.4% | +181.3% |
| 1Y | +289.3% | +2.7% | +286.5% | +411.5% |
| All | +289.3% | +2.9% | +286.4% | +411.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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