+9.0%
MSFT vs INTC
+52.8%
-43.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -3.8% | +10.4% | +6.7% |
| 7D | +4.7% | -39.0% | +43.7% | +5.4% |
| 30D | +5.8% | -49.8% | +55.7% | +6.6% |
| 3M | +13.0% | -42.2% | +55.2% | +13.7% |
| 6M | +34.9% | -39.2% | +74.1% | +33.5% |
| YTD | +15.7% | +57.9% | -42.3% | +10.6% |
| 1Y | +9.0% | +57.4% | -48.4% | +2.7% |
| All | +9.0% | +52.8% | -43.8% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTC.
Daily Out/Under-Performance
Portfolio return minus INTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTC 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 INTC 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