+297.8%
INTC vs MUB
+77.1%
+220.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.6% |
| 7D | +17.1% | -0.8% | +17.9% | +17.8% |
| 30D | -40.5% | +2.4% | -42.9% | -41.4% |
| 3M | -39.4% | -1.1% | -38.3% | -39.0% |
| 6M | -49.3% | -1.0% | -48.3% | -48.9% |
| YTD | +65.9% | -0.3% | +66.2% | +66.5% |
| 1Y | +61.5% | 0.0% | +61.5% | +61.9% |
| 3Y | +59.6% | +10.2% | +49.4% | +51.4% |
| 5Y | +31.2% | +2.9% | +28.2% | +28.2% |
| 10Y | +116.6% | +21.9% | +94.7% | +107.0% |
| All | +297.8% | +77.1% | +220.7% | +269.3% |
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