+252.1%
INTC vs MUB
+17.2%
+234.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +1.9% |
| 7D | +7.5% | -0.8% | +8.3% | +8.9% |
| 30D | +2.0% | -2.4% | +4.4% | +5.8% |
| 3M | -12.0% | -2.8% | -9.1% | -7.9% |
| 6M | +114.5% | -2.2% | +116.8% | +123.1% |
| YTD | +179.0% | -1.6% | +180.6% | +187.6% |
| 1Y | +318.3% | 0.0% | +318.2% | +321.4% |
| 3Y | +171.2% | +7.9% | +163.3% | +144.1% |
| 5Y | +107.6% | +1.2% | +106.4% | +103.9% |
| All | +252.1% | +17.2% | +234.9% | +236.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling