+23.5%
INTC vs MUB
+2.9%
+20.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.4% |
| 7D | -4.0% | +0.6% | -4.6% | -5.0% |
| 30D | -44.5% | +3.4% | -47.9% | -47.8% |
| 3M | -40.4% | -0.7% | -39.7% | -39.7% |
| 6M | -53.5% | -1.0% | -52.5% | -52.6% |
| YTD | +57.5% | 0.0% | +57.5% | +58.6% |
| 1Y | +51.2% | +0.4% | +50.8% | +51.5% |
| 3Y | +51.6% | +10.5% | +41.1% | +29.5% |
| 5Y | +23.5% | +3.1% | +20.4% | -8.5% |
| All | +23.5% | +2.9% | +20.6% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling