-0.8%
MSFT vs INTC
+301.7%
-302.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.5% | -6.5% | -2.1% |
| 7D | -2.7% | +7.1% | -9.8% | -2.7% |
| 30D | +2.7% | -5.2% | +7.9% | +2.7% |
| 3M | +17.0% | -14.3% | +31.3% | +15.9% |
| 6M | +23.8% | +110.2% | -86.4% | +20.5% |
| YTD | +4.0% | +159.6% | -155.6% | -0.1% |
| 1Y | -0.8% | +289.3% | -290.1% | -3.1% |
| All | -0.8% | +301.7% | -302.5% | -3.1% |
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