+522.7%
INTC vs MUB
+76.3%
+446.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | -0.9% | +7.9% | +7.7% |
| 30D | -5.2% | -1.4% | -3.8% | -4.3% |
| 3M | -14.3% | -2.2% | -12.1% | -13.0% |
| 6M | +110.2% | -1.9% | +112.1% | +113.1% |
| YTD | +159.6% | -0.8% | +160.4% | +161.6% |
| 1Y | +289.3% | +2.7% | +286.5% | +284.5% |
| 3Y | +166.1% | +8.6% | +157.5% | +154.7% |
| 5Y | +94.4% | +2.0% | +92.3% | +91.1% |
| 10Y | +227.7% | +17.9% | +209.8% | +213.6% |
| All | +522.7% | +76.3% | +446.4% | +480.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling