+885.0%
MSFT vs INTC
+263.2%
+621.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.9% |
| 7D | -1.0% | +18.0% | -19.0% | -5.1% |
| 30D | -2.7% | +8.9% | -11.6% | -5.1% |
| 3M | +22.1% | -1.6% | +23.7% | +19.4% |
| 6M | +20.6% | +133.1% | -112.5% | -10.8% |
| YTD | +2.3% | +187.9% | -185.6% | -31.1% |
| 1Y | -0.5% | +334.7% | -335.2% | -43.2% |
| 3Y | +50.5% | +184.2% | -133.7% | -9.1% |
| 5Y | +72.3% | +116.0% | -43.7% | +14.3% |
| 10Y | +885.0% | +270.0% | +615.0% | +353.9% |
| All | +885.0% | +263.2% | +621.8% | +353.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling