+4.9%
MSFT vs INTC
+60.1%
-55.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.2% |
| 7D | -1.3% | +6.0% | -7.3% | -1.4% |
| 30D | -1.8% | -39.2% | +37.4% | -1.3% |
| 3M | +5.6% | -42.9% | +48.6% | +6.2% |
| 6M | +29.8% | -50.4% | +80.2% | +28.9% |
| YTD | +9.0% | +61.7% | -52.7% | +4.9% |
| 1Y | +4.9% | +66.1% | -61.2% | +0.7% |
| All | +4.9% | +60.1% | -55.1% | +0.7% |
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