+66.1%
INTC vs MUB
-0.2%
+66.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -1.5% |
| 7D | +6.0% | -1.3% | +7.3% | +10.0% |
| 30D | -39.2% | +2.2% | -41.4% | -44.9% |
| 3M | -42.9% | -1.6% | -41.3% | -34.3% |
| 6M | -50.4% | -1.3% | -49.1% | -43.2% |
| YTD | +61.7% | -0.7% | +62.3% | +74.5% |
| 1Y | +66.1% | -0.2% | +66.3% | +76.7% |
| All | +66.1% | -0.2% | +66.4% | +76.7% |
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